Tag: #CyberSecurity

Blue Screen of Disruption 💀

July 21, 2024July 21, 2024 Ryan JueResearch, Weekend Update#AI, #CyberSecurity

A deep red week includes Taiwan worries and a global tech outage

Q1 Macro Review 🧐

April 9, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #ChinaTension, #CyberSecurity, #GlobalTension, #LaborMarkets, #RateCuts

Markets strongly rallied in Q1 on #AI euphoria despite delayed #RateCut expectations

5,000 🏆

February 11, 2024February 11, 2024 Ryan JueResearch, Weekend Update#CyberSecurity, #Goldilocks, #RateCuts

S&P 500 tops the 5,000 point milestone as markets remain giddy

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.

4-Day Streak Caps Green Week 🍀

July 25, 2021July 25, 2021 Ryan JueResearch, Weekend Update#ChinaTension, #COVID19, #COVIDRecovery, #CyberSecurity, #Earnings

⛈ Stormy Monday. Perfect storm Monday with #CyberSecurity hack, rising #ChinaTension and ongoing #COVID19 delta surge. S&P 500 fell -2% while 10-year treasury yields plummeted -8% to start week. 🤗 Green recovery Market fear didn’t last as S&P 500 rallied +4% to finish week up +2%. Market sentiment got a boost from strong #earnings alleviating stalling #COVIDRecovery concerns. 🌳 Strong growth rotation. Growth won Read More