Tag: #AI

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…

Jobs Bounce, Tariffs Questioned

November 5, 2025November 5, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rebound as #LaborMarkets bounce and Supreme Court questions #Tariffs…

October In-Review

November 3, 2025 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #CorporateBeltTightening, #Inflation, #RateCuts, #tariffs

Markets rally in October, but caution growing… What’s next for November?

Disappointed Markets

November 2, 2025November 2, 2025 Ryan JueResearch, Weekend Update#AI, #BigTech, #RateCuts, #tariffs

Markets end mixed after #Tariffs trade talks and #BigTech earnings disappoint…

Tariffs 2.0

October 14, 2025 Ryan JueMarket Musings, Research#AI, #tariffs

Markets on edge as #Tariffs tension returns

AI Bubble? 🤔

October 9, 2025October 9, 2025 Ryan JueMarket Musings, Research#AI

#AI boom drives markets, but could it end like a Dot-Com burst?

September In-Review

October 7, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

September rallies on #RateCuts, but the shutdown complicates October…

Rate Cuts Return 💸

September 21, 2025September 21, 2025 Ryan JueUrsa, Weekend Update#AI, #RateCuts

Markets aren’t buying the Fed’s cautious #RateCuts…

August In-Review

September 2, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets were a rollercoaster in August starting with a #LaborMarkets collapse, but ends at new highs on #RateCuts optimism.