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Tag: #Inflation

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Rate Cut Hopes Fade 😞

July 30, 2025July 30, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets were hoping the Fed would be warming up to rate cuts for September. But after July’s meeting, odds are now fading. Powell made it clear that the job market is still strong while inflation isn’t there yet and tariffs aren’t helping.

Big Market Week 👀

July 28, 2025July 28, 2025 Ryan JueMarket Musings, Research#BigTech, #ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets are starting the week cautious after weekend tariff news. All eyes now shift to the Fed’s July meeting, Big Tech earnings, and key macro data including PCE inflation and jobs numbers.

Macro Resilience

July 19, 2025July 19, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #tariffs

#Inflation and #Tariffs: Here’s What Moved Markets

Tariffflation

July 16, 2025July 16, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

June inflation came in soft, but signs of early tariff impact are starting to show in goods categories like furniture and electronics. Here’s what markets are missing—and what to watch next.

Taco, Taco, No Taco?

July 14, 2025July 14, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets keep betting on #Tariffs getting delayed, but what if at some point they don’t?

Tariff Week ⌛️

July 10, 2025July 10, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

#Tariffs delayed again, but when will it end?

Tariffs and Jobs

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

There’s been a steady stream of #Tariffs updates this week. Markets are mostly ignoring them, but monitoring economic data for impact.

June In-Review

July 1, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets fully rebound and more in June finishing the first half of 2025 at new all-time highs.

Taco Friday 🌮

June 28, 2025June 28, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #GlobalTension, #Inflation, #tariffs

Back to all-time highs after the White House hints at extending #Tariffs pause

Back to the Macro

June 25, 2025June 25, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.

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