Tag: #AI

Thawing Tension

May 3, 2025May 3, 2025 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #Recession, #tariffs

Thawing #ChinaTension and strong #LaborMarkets keep historic market rally going

Recession Proof AI?

May 1, 2025May 1, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

Investors may be starting to worry about a #Recession, but for #AI… what recession?

Reality Check 🤔

April 20, 2025April 20, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Markets finish the week lower after Powell’s #Tariffs reality check

Tariff Flexibility 🧘‍♀️

March 23, 2025March 23, 2025 Ryan JueResearch, Weekend Update#AI, #RateCuts, #tariffs

The White House teases tariff flexibility sending markets higher and breaking a three-week red streak.

Rate Cuts, Tariffs and AI, Oh My!

February 18, 2025February 18, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets opened the shorten week fairly cautious at all-time highs despite lots of uncertainty. Rate cuts, tariffs and AI – what’s the latest?

January In-Review

February 2, 2025February 2, 2025 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #tariffs

The S&P 500 kicked off the year strong finishing January up almost 3%, but tariffs may derail the rally in February.

Tariffs Are Coming 🥶

February 1, 2025February 1, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Volatile market week with tariffs set start this month

DeepSeek Panic 😱

January 27, 2025January 27, 2025 Ryan JueMarket Musings, Research#AI

What’s DeepSeek and did markets tank because of it?

Executive Order Flurry 🌨️

January 26, 2025January 26, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #tariffs

Markets rallied again after a slew of executive orders were announced.

2025 Market Outlook 🔮

January 14, 2025January 14, 2025 Ryan JueMarket Musings, Research#AI, #Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

What are the 3 top market catalysts we’re watching in 2025?