#ConsumerConfidence

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.

Taco Friday 🌮

June 28, 2025June 28, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #GlobalTension, #Inflation, #tariffs

Back to all-time highs after the White House hints at extending #Tariffs pause

Back to the Macro

June 25, 2025June 25, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.

Midnight Hammer

June 23, 2025June 23, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #GlobalTension, #tariffs

Markets rally Monday despite the US escalating Middle East tensions with its own strike on Iran.

Tepid Tariff Talks

June 11, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets slides as China talks ends without significant concessions on either side.

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

Tag: #ConsumerConfidence