Tag: #Inflation

Trade Talks

May 11, 2025May 11, 2025 Ryan JueResearch, Weekend Update#Inflation, #LaborMarkets, #RateCuts, #tariffs

The UK #Tariffs trade deal rally fizzles out with all eyes on the US-China talks this weekend…

Deal Distraction

May 8, 2025May 8, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rise on the first announced #Tariffs trade deal shrugging off a downbeat Fed meeting.

Fretting About the Fed

May 5, 2025May 6, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets finally snap its 9-day green streak, but what are investors worrying about?

Forecast Sandbagging? 🤔

April 24, 2025April 24, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets continue to rally on #Tariffs deal optimism yet companies are slashing outlooks on slowing #ConsumerConfidence.

China Deescalation

April 22, 2025April 22, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets sharply rallied Tuesday on optimism for deescalation of the #Tariffs trade war with China.

Reality Check 🤔

April 20, 2025April 20, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Markets finish the week lower after Powell’s #Tariffs reality check

Wait and See Mode 🗓️

April 16, 2025April 16, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #Recession, #tariffs

Markets tumble after Powell warns of rising #Inflation and weaken #LaborMarkets

Reciprocal Tariff Delay 😅

April 9, 2025April 9, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

Markets surge on reciprocal tariff delay, but China trade war escalates.

Tariffs, Inflation & Consumer, Oh My!

March 30, 2025March 30, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #tariffs

Markets reeling after higher #Inflation compounds the #Tariffs fear

Fed Still on Pause ⏸️

March 19, 2025March 19, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rally on the Fed meeting; here’s our takeaways.