Tag: #BigTech

Tech Correction 💻

August 20, 2023August 18, 2023 Ryan JueResearch, Weekend Update#BigTech, #CreditCrunch, #Recession2023, #RisingYields

Markets fall again as investors worry the Goldilocks soft landing may not happen.

July In-Review ⚖️

August 10, 2023August 10, 2023 Ryan JueMarket Musings, Research#AI, #BankingCrisis, #BigTech, #Flight2Safety, #LaborMarkets, #Recession2023, #RisingYields

The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.

Bank Beats 🎶

July 22, 2023July 22, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #BigTech, #ElectricVehicles, #Flight2Safety, #RisingYields, #RiskOn

Strong bank earnings and market rotation offset weakening high-growth.

April In-Review 🐣

May 11, 2023May 11, 2023 Ryan JueResearch, Weekend Update#AI, #BigTech, #FallingYields, #Recession2023, #RisingYields

Tentative start to April gives way to more bullish optimism with investors hungry to have their cake and eat it too.

Big Tech Blowout 🚀

April 30, 2023April 30, 2023 Ryan JueResearch, Weekend Update#AI, #BankingCrisis, #BigTech, #RisingYields

Big Tech earnings didn’t disappoint, but markets still cautious ahead of Fed meeting.

Eyes on the Fed 👀

March 18, 2023March 19, 2023 Ryan JueResearch, Weekend Update#AI, #BigTech, #RisingYields

Volatile market as banking system remains in limbo

Farewell 2022 🥃

January 11, 2023January 17, 2023 Ryan JueMarket Musings, Research#BigTech, #COVID19, #COVIDRecovery, #Flight2Safety, #InflationFears, #RisingYields, #RiskOn, #UkraineCrisis

Despite opening on #COVIDRecovery optimism, 2022 was a year of skyrocketing #InflationFears, global #UkraineCrisis shock, and #RisingYields disbelief

Year of the Labor (Market) 💼

January 8, 2023January 8, 2023 Ryan JueResearch, Weekend Update#BigTech, #CorporateBeltTightening, #InflationFears, #RecessionWatch, #RisingYields

Markets look to forget 2022 starting 2023 bullishly green

Big Tech Bloodbath 🩸

October 30, 2022October 29, 2022 Ryan JueResearch, Weekend Update#BigTech, #Metaverse, #RecessionWatch, #RisingYields

Growing Fed pivot sentiment rally drives market despite #BigTech tumbling

Consumer Crumbles 🛍

May 22, 2022May 22, 2022 Ryan JueResearch, Weekend Update#Back2Work, #BigTech, #COVID19, #RecessionWatch

🛍 Retail selloff. Retailers’ profitability hit sounded the alarm with negative impact from higher markdowns, freight costs, supply disruptions and labor costs. Perfect storm of #RecessionWatch fears fueled market panic. Consumer sectors badly underperformed very bearish market week down -8%. 💋 Flirting with bear market. Another bearish market week as S&P 500 dipped again into bear territory. While a Read More