Tag: #AI

December In-Review

January 5, 2026January 5, 2026 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

December ends quietly, but #AI caps a massive year for markets

An Inflation Santa Rally

January 4, 2026January 4, 2026 Ryan JueResearch, Weekend Update#AI, #ConsumerConfidence, #Inflation

Market Christmas Hangover: Can the rally get back on track?

AI Wobble

December 14, 2025 Ryan JueResearch, Weekend Update#AI, #RateCuts

#AI spending sustainability fears overpower Fed optimism…

November In-Review

December 1, 2025December 2, 2025 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts

Stocks struggled through November before a Thanksgiving comeback. Will it continue?

Bearish Markets

November 23, 2025 Ryan JueResearch, Weekend Update#AI, #LaborMarkets

Markets slide despite Nvidia’s earnings and more jobs added…

Delayed Jobs Let Down

November 20, 2025 Ryan JueMarket Musings, Research#AI, #LaborMarkets, #RateCuts

Market Euphoria Reverses on Jobs Report

AI: Alive & Well 🤖

November 19, 2025November 19, 2025 Ryan JueMarket Musings, Research#AI, #LaborMarkets, #RateCuts

Nvidia Earnings Blowout: What It Could Mean For The AI Trade

AI & Jobs

November 17, 2025November 17, 2025 Ryan JueMarket Musings, Research#AI, #LaborMarkets, #RateCuts

Can Nvidia & September Jobs Report stop the market slide?

Shutdown Rally Stalls

November 15, 2025 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #RateCuts

Shutdown ends, but market rally stalls.

The AI “Big Short”?

November 9, 2025 Ryan JueResearch, Weekend Update#AI, #tariffs

Market rally stalls as the “Big Short” bets against #AI…