Tag: #Inflation

In-line, but Sticky Inflation

November 13, 2024November 13, 2024 Ryan JueMarket Musings, Research#Inflation

Markets are essentially flat after sticky October inflation comes in as expected.

How to Avoid a Recession

October 16, 2024October 17, 2024 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #Recession

Markets are at all-time highs with investors optimistic we’ll avoid a recession. So how do we do it?

Better Than Feared Banks 😅

October 13, 2024October 13, 2024 Ryan JueResearch, Weekend Update#GlobalTension, #Inflation, #LaborMarkets

Another green market week finishing on strong bank earnings

Sticky Inflation 😕

October 10, 2024October 10, 2024 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

September CPI caught forecasters off-guard with higher than expected prices.