Tag: #GlobalTension

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

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.