Tag: #FallingYields

Halftime Report 2023 🏈

July 18, 2023July 18, 2023 Ryan JueMarket Musings, Research#AI, #BankingCrisis, #FallingYields, #LaborMarkets, #Recession2023, #RecessionResilient, #RisingYields, #RiskOn

A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.

May In-Review 🤖

June 9, 2023June 9, 2023 Ryan JueMarket Musings, Research#AI, #FallingYields, #Recession2023, #RisingYields

Tentative markets gave way to bullish AI fervor to end May on a high…

April In-Review 🐣

May 11, 2023May 11, 2023 Ryan JueResearch, Weekend Update#AI, #BigTech, #FallingYields, #Recession2023, #RisingYields

Tentative start to April gives way to more bullish optimism with investors hungry to have their cake and eat it too.

Banking Rollercoaster 🎢

April 6, 2023April 6, 2023 Ryan JueMarket Musings, Research#BankingCrisis, #FallingYields, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Despite initial market concern, investor optimism surged in March with the #BankingCrisis stabilizing, end of #RisingYields hope and expectations for a #Recession2023 soft landing.