Tag: #CorporateBeltTightening

Loosening Businesses

October 21, 2024 Ryan JueMarket Musings, Research#ConsumerConfidence, #CorporateBeltTightening, #Goldilocks, #LaborMarkets, #RateCuts

It was a cautious start ahead of a big earnings week

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.

CES Rebound 🕹️

January 15, 2024January 14, 2024 Ryan JueResearch, Weekend Update#CorporateBeltTightening

Markets rebound on tech optimism from annual CES conference

Light at the End of the Tunnel 🕯

February 5, 2023February 5, 2023 Ryan JueResearch, Weekend Update#CorporateBeltTightening, #HotLaborMarket, #RisingYields, #RiskOn, Recession2023

Markets getting the party started as the Fed slows rate hikes again

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.

Year of the Labor (Market) 💼

January 8, 2023January 8, 2023 Ryan JueResearch, Weekend Update#BigTech, #CorporateBeltTightening, #InflationFears, #RecessionWatch, #RisingYields

Markets look to forget 2022 starting 2023 bullishly green

Persistent Rates 🛑

November 6, 2022 Ryan JueResearch, Weekend Update#CorporateBeltTightening, #RisingYields

Fed extinguishes Oct yield pivot sentiment rally

Sticky Inflation 🎈

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

October rally fades as new CPI data comes in hotter