Tag: #Goldilocks

Tech ‘N Jobs 📈

February 4, 2024February 3, 2024 Ryan JueResearch, Weekend Update#BigTech, #Goldilocks, #RateCuts

S&P 500 hits new highs as tech and jobs overcome hawkish Fed

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.

Farewell to 2023 🥂

January 3, 2024January 3, 2024 Ryan JueMarket Musings, Research#Flight2Safety, #Goldilocks, #RateCuts, #RisingYields

It was a very Merry Christmas for investors in December picking up right where November left off. The S&P 500 gained another 4% to end the year and ending 2023 up 24%.

Christmas Came Early 🎄

December 23, 2023December 23, 2023 Ryan JueResearch, Weekend Update#Goldilocks, #RisingYields

Markets rally for 8th straight week heading into Christmas

The End of Rising Yields 🎊

December 17, 2023December 17, 2023 Ryan JueResearch, Weekend Update#Goldilocks, #RisingYields

Markets higher for 7th straight week as Fed signals end of #RisingYields

November In-Review 🦃

December 4, 2023December 4, 2023 Ryan JueMarket Musings, Research#Flight2Safety, #Goldilocks, #RisingYields

Markets surge in November with investors feasting on the end of #RisingYields and a #Goldilocks soft landing

A November to Remember 🔥

December 3, 2023December 3, 2023 Ryan JueResearch, Weekend Update#Goldilocks, #RisingYields

Markets finish higher for the 5th straight week concluding a massive November rally

The Holiday Season Kick-Off 🛍️

November 29, 2023November 29, 2023 Ryan JueInvesting 101#Goldilocks, consumer confidence, seasonality

As the kickoff to holiday shopping, investors use Black Friday and Cyber Monday as a first look into the holiday’s seasonal strength.

October In-Review 👻

November 6, 2023November 6, 2023 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerNoConfidence, #Goldilocks, #LaborMarkets, #RisingYields

#Goldilocks pessimism continues to weigh on October markets, but renewed optimism propelling November

Trick or Goldilocks 🎃

November 5, 2023November 5, 2023 Ryan JueResearch, Weekend Update#ElectricVehicles, #Goldilocks, #RisingYields

Markets sharply rebound as #Goldilocks euphoria returns