Tag: #ConsumerNoConfidence

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

Dashed Inflation Hopes 😢

September 18, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RisingYields

Market tumbles as inflation not declining as quickly as hoped

Return of the Hawk 🦅

August 21, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RisingYields

Peaking inflation rally cools as hawkish sentiment resurfaces

Inflation Peak 🗻

August 14, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RisingYields

Market euphoria as July inflation finally slows off peak

Risk ON 🚀

August 7, 2022August 7, 2022 Ryan JueResearch, Weekend Update#ChinaTension, #ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel

Growth leads markets higher as S&P 500 extends July gains

July’s High High Hopes 🎵

August 3, 2022August 3, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Flight2Safety, #InflationFears, #RecessionResilient, #RisingYields, Bear Market

Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?

Peaking Inflation Optimists 🤞

July 31, 2022July 31, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields

Strong July finish as opportunistic investors hope for inflation peak