Tag: #HigherForLonger

Stocks Up on Unemployment? 🤔

June 19, 2024June 19, 2024 Ryan JueMarket Musings, Research#Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

Have you ever wondered why the stock market rises on unemployment?

January In-Review 🍾

February 19, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

The S&P 500 extended the end of 2023’s market optimum rising 1.6% to start 2024. We’ve seen that momentum continue into February.

Inflation Reheating 🥵

February 18, 2024February 17, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #HigherForLonger, #RateCuts

Market rally disrupted by hotter-than-expected inflation data