Tag: #ConsumerNoConfidence

New Year, New Market 2024 🎉

January 16, 2024January 16, 2024 Ryan JueMarket Musings, Research#AI, #ChinaTension, #ConsumerDebt, #ConsumerNoConfidence, #CorporateBeltTightening, #CyberSecurity, #Flight2Safety, #GlobalTension, #Goldilocks, #LaborMarkets, #MildRecession, #RateCuts, #RisingYields

Overall, we’re optimistic for 2024. We still expect rate cut timing volatility near-term, but more confident we’ve entered the next bull market pending a mild recession this year.

Hawkish Fed, Dovish Market 😅

November 12, 2023November 12, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #RisingYields

Market continues to rise on dovish expectations despite hawkish Fed commentary

October In-Review 👻

November 6, 2023November 6, 2023 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerNoConfidence, #Goldilocks, #LaborMarkets, #RisingYields

#Goldilocks pessimism continues to weigh on October markets, but renewed optimism propelling November

Debt Ceiling Optimism 😅

May 21, 2023May 21, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #RisingYields, #RiskOn

Market rallies on debt ceiling optimism

Hungry, Hungry Market 🦛

April 2, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #ConsumerNoConfidence, #Recession2023, #RisingYields

Bullish market as banking crisis and inflation fears fade

Rekindling Inflation Fears 😬

February 26, 2023February 26, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #Recession2023, #RisingYields

Markets tumble with more data indicating inflation declines decelerating

Restless Before the Storm 🌪

January 22, 2023January 22, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #CorporateBeltTightening, #Recession2023, #RisingYields

Light earnings week as investors adjust expectations for the bulk

New Year, New Market 🥂

January 17, 2023January 17, 2023 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #CorporateBeltTightening, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields, Dollar Cost Averaging

We see 2023 playing out in 3 phases: cooling labor market, mid-year recession and recovery begins.

Fed Easing Speculation 🤔

October 23, 2022October 22, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RisingYields, #RiskOn

Market rallies off stronger earnings, but rate hike speculation volatility continues

Sticky Inflation 🎈

October 16, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #CorporateBeltTightening, #InflationFears, #RecessionWatch, #RisingYields

October rally fades as new CPI data comes in hotter