Tag: #ConsumerConfidence

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

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?