Tag: #Goldilocks

The Jobs Report Wrench 🔧

December 16, 2025December 16, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts

#Goldilocks Soft Landing hits snag after #LaborMarket Jobs Report with #Inflation looming…

Fed Fight

December 10, 2025 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts

#RateCuts for weak #LaborMarkets, but sticky #Inflation may block more…

Recession Fears

March 11, 2025March 11, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #Recession, #tariffs

Recession fears spark a market plunge, but are we really headed for a recession?

February In-Review

March 3, 2025March 3, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets end February right where it began in #Tariffs purgatory

Cracking Consumer? 🧐

February 25, 2025February 25, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #Recession

Markets tumble as consumer spending fears gain more traction

The Walmart in the Coal Mine?

February 20, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #tariffs

Walmart’s muted outlook reignites consumer worries.

Tariffs? Inflation? 🤷‍♂️

February 16, 2025February 16, 2025 Ryan JueResearch, Weekend Update#Goldilocks, #Inflation, #RateCuts, #tariffs

Markets finish week higher despite more tariffs and hotter inflation

January In-Review

February 2, 2025February 2, 2025 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #tariffs

The S&P 500 kicked off the year strong finishing January up almost 3%, but tariffs may derail the rally in February.

3 Takeaways from the Fed Meeting

January 29, 2025January 29, 2025 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

As expected, the Fed held rates flat, but investors were focused when and what will it take for them to resume #RateCuts.

2025 Market Outlook 🔮

January 14, 2025January 14, 2025 Ryan JueMarket Musings, Research#AI, #Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

What are the 3 top market catalysts we’re watching in 2025?