Tag: #ConsumerConfidence

May In-Review

June 2, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #tariffs

Markets rally in May on thawing US-China #Tariffs relations, but they might be cooling again

Taco Trade 🌮

June 1, 2025June 1, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #tariffs

Markets higher despite court confusion and stalling China #Tariffs talks

Tariffs Flip-Flop 🩴

May 27, 2025May 27, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets surge on expectations for an imminent EU #Tariffs trade deal along with strong May #ConsumerConfidence.

Bonds vs. Stocks

May 21, 2025May 22, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #tariffs

Markets fall as economic fears surface in debt markets.

Bull Rally or Bear Trap?

May 17, 2025May 17, 2025 Ryan JueMarket Musings, Ursa#ConsumerConfidence, #Inflation, #tariffs

Markets rally on China #Tariffs pause and surprising #Inflation progress; bull rally or bear trap?

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?

April In-Review

April 30, 2025April 30, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

The S&P 500 ends April down less than -1% as markets almost fully recover from the #Tariffs correction.

Forecast Sandbagging? 🤔

April 24, 2025April 24, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets continue to rally on #Tariffs deal optimism yet companies are slashing outlooks on slowing #ConsumerConfidence.

China Deescalation

April 22, 2025April 22, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets sharply rallied Tuesday on optimism for deescalation of the #Tariffs trade war with China.

Wait and See Mode 🗓️

April 16, 2025April 16, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #Recession, #tariffs

Markets tumble after Powell warns of rising #Inflation and weaken #LaborMarkets