Tag: #GlobalTension

June In-Review

July 1, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets fully rebound and more in June finishing the first half of 2025 at new all-time highs.

Taco Friday 🌮

June 28, 2025June 28, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #GlobalTension, #Inflation, #tariffs

Back to all-time highs after the White House hints at extending #Tariffs pause

Back to the Macro

June 25, 2025June 25, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.

Midnight Hammer

June 23, 2025June 23, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #GlobalTension, #tariffs

Markets rally Monday despite the US escalating Middle East tensions with its own strike on Iran.

Oil Casualty 🛢️

October 28, 2024October 28, 2024 Ryan JueMarket Musings, Research#GlobalTension, #Goldilocks

Oil prices sharply fall after Israel’s retaliation avoids Iran energy.

Better Than Feared Banks 😅

October 13, 2024October 13, 2024 Ryan JueResearch, Weekend Update#GlobalTension, #Inflation, #LaborMarkets

Another green market week finishing on strong bank earnings

Oil Whiplash 🏎️💨

October 8, 2024October 8, 2024 Ryan JueMarket Musings, Research#GlobalTension

Markets seesaw as energy prices whiplash. So, what’s going on with oil?

Jobs Smash Expectations 🔥

October 6, 2024October 6, 2024 Ryan JueResearch, Weekend Update#GlobalTension, #LaborMarkets

Markets breathe a sigh of relief as September jobs crush expectations

September In-Review

October 2, 2024October 3, 2024 Ryan JueMarket Musings, Research#ConsumerConfidence, #GlobalTension, #Goldilocks, #LaborMarkets, #RateCuts, #Recession

The S&P finished up +2% as rate cuts reignited goldilocks optimism after another early recession scare.

Israel Strikes Back ️⚔️

April 21, 2024April 20, 2024 Ryan JueResearch, Weekend Update#AI, #GlobalTension, #RateCuts

Markets slide on escalating #GlobalTensions, #AI spending concerns and pushed out #RateCuts