Tag: #ConsumerConfidence

Inflation Checks the Box ✅

September 14, 2025September 14, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #Stagflation, #tariffs

Markets cheer #Inflation, but Consumers aren’t buying it…

AI Volatility 🫨

August 30, 2025August 30, 2025 Ryan JueResearch, Weekend Update#AI, #ConsumerConfidence, #Inflation, #RateCuts

Weekly Market Recap: #AI Volatility Shakes Stocks

Inflation Fears

August 26, 2025August 26, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

#ConsumerConfidence is softening with #Inflation fears bubbling up again. It’s not panic mode yet, but the underlying mood feels a little more fragile than the headline number suggests.

Consumer Anxiety

August 16, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #tariffs

#ConsumerConfidence slows down as #Inflation heats up…

July In-Review

August 4, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Stocks hit new all-time highs in July… but is the rally finally running out of gas?

Big Market Week 👀

July 28, 2025July 28, 2025 Ryan JueMarket Musings, Research#BigTech, #ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets are starting the week cautious after weekend tariff news. All eyes now shift to the Fed’s July meeting, Big Tech earnings, and key macro data including PCE inflation and jobs numbers.

Macro Resilience

July 19, 2025July 19, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #tariffs

#Inflation and #Tariffs: Here’s What Moved Markets

Taco, Taco, No Taco?

July 14, 2025July 14, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets keep betting on #Tariffs getting delayed, but what if at some point they don’t?

Tariffs and Jobs

July 8, 2025July 8, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

There’s been a steady stream of #Tariffs updates this week. Markets are mostly ignoring them, but monitoring economic data for impact.

June In-Review

July 1, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets fully rebound and more in June finishing the first half of 2025 at new all-time highs.