#Inflation | Ursa

Weak Jobs, Strong Market

September 4, 2025September 4, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #Recession

LaborMarkets weakens, but green light for #RateCuts.

August In-Review

September 2, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets were a rollercoaster in August starting with a #LaborMarkets collapse, but ends at new highs on #RateCuts optimism.

AI Volatility 🫨

August 30, 2025August 30, 2025 Ryan JueResearch, Weekend Update#AI, #ConsumerConfidence, #Inflation, #RateCuts

Weekly Market Recap: #AI Volatility Shakes Stocks

Inflation Fears

August 26, 2025August 26, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

#ConsumerConfidence is softening with #Inflation fears bubbling up again. It’s not panic mode yet, but the underlying mood feels a little more fragile than the headline number suggests.

Rate Cut Chaos

August 20, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #Recession, #tariffs

Markets have been drifting lower as September #RateCuts optimism cools off. The odds for #RateCuts are still high, but definitely pulling back.

Consumer Anxiety

August 16, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #tariffs

#ConsumerConfidence slows down as #Inflation heats up…

Tariffs Inflation

August 14, 2025August 14, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts, #tariffs

July’s producer inflation just came in way hotter than expected. Core PPI rose 2.8% Y/Y and 0.6% M/M－that’s double what markets were looking for.

Inflation and Rate Cuts

August 12, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts, #tariffs

#Inflation is heating up again, but still unlikely to derail September #RateCuts.

July In-Review

August 4, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Stocks hit new all-time highs in July… but is the rally finally running out of gas?

258K Jobs Vanish

August 2, 2025 Ryan JueResearch, Weekend Update#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets plunge as 258K jobs vanish.

Tag: #Inflation