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Tag: #AI

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Saved by the Bell 🔔

June 2, 2024June 6, 2024 Ryan JueResearch, Weekend Update#AI

Markets cool from highs on tech enterprise weakness

Flat, but Eventful 😅

May 27, 2024May 27, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #RateCuts

Volatile week despite S&P ending essentially flat

The Nvidia Effect Q2’24

May 23, 2024 Ryan JueMarket Musings, Research#AI

Nvidia surges on another blowout earnings driven by #AI buildout demand, but all-time highs have markets cautious on the rest of the ecosystem.

April In-Review 🌧️

May 3, 2024May 3, 2024 Ryan JueMarket Musings, Research#AI, #Goldilocks, #RateCuts

The S&P 500 fell -4% in April as investor concerns over #RateCuts mount with higher inflation data. Entering May, markets seem more reassured that #RateCuts are still coming just delayed.

Robot Rebound️ 🤖

April 28, 2024April 28, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech

Markets rebound on strong #BigTech earnings bolstered by #AI

Israel Strikes Back ️⚔️

April 21, 2024April 20, 2024 Ryan JueResearch, Weekend Update#AI, #GlobalTension, #RateCuts

Markets slide on escalating #GlobalTensions, #AI spending concerns and pushed out #RateCuts

Q1 Macro Review 🧐

April 9, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #ChinaTension, #CyberSecurity, #GlobalTension, #LaborMarkets, #RateCuts

Markets strongly rallied in Q1 on #AI euphoria despite delayed #RateCut expectations

March In-Review ☄️

April 3, 2024April 19, 2024 Ryan JueMarket Musings, Research#AI, #RateCuts

The S&P 500 rose another 3% in March adding a 5th straight green month to the market rally. Entering April, we’re seeing a lot more hesitation with expectations sky high.

Anxiously Waiting 🕰️

March 31, 2024March 31, 2024 Ryan JueResearch, Weekend Update#AI, #RateCuts

Slow, but volatile week as markets await new PCE data released on holiday

Dovish Fed 🕊️

March 24, 2024March 24, 2024 Ryan JueResearch, Weekend Update#AI, #RateCuts

Markets surge to new highs after dovish Fed holds #RateCut expectations steady

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