Tag: #Goldilocks

Trick or Goldilocks 🎃

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

Markets sharply rebound as #Goldilocks euphoria returns

Hamas Attacks Israel 😳

October 15, 2023October 15, 2023 Ryan JueResearch, Weekend Update#Goldilocks, #LaborMarkets, #RisingYields

Rising macro uncertainty gives investors’ renewed #Goldilocks confidence pause

September In-Review 🧊

October 6, 2023October 6, 2023 Ryan JueMarket Musings, Research#Flight2Safety, #Goldilocks, #LaborMarkets, #RecessionResilient, #RisingYields

The Fed poured cold water on the #Goldilocks soft landing in September, but hope reigns eternals as optimism is building again.

Hawkish Pause (For Real) 🦅

September 24, 2023September 23, 2023 Ryan JueResearch, Weekend Update#Goldilocks, #RisingYields

Markets recalibrating expectations after Fed’s hawkish pause

Auto Strike 🚘

September 17, 2023September 17, 2023 Ryan JueResearch, Weekend Update#Goldilocks

Volatile triple witching day wipes out earlier week’s rally

Extended Oil Cuts 🛢️

September 10, 2023September 9, 2023 Ryan JueResearch, Weekend Update#ChinaTension, #Goldilocks, #LaborMarkets, #RisingYields

“Goldilocks” optimism reverses on extended OPEC production cuts and stronger jobs data