Tag: #Inflation

The Week Ahead 🔮

October 27, 2025October 27, 2025 Ryan JueMarket Musings, Research#BigTech, #Inflation, #RateCuts, #tariffs

Huge market week ahead: Fed, China & earnings on tap

Inflation Cheer

October 26, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts

#Inflation cools, stocks surge…

Inflation Preview

October 22, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

Friday CPI #Inflation Preview: What Markets Are Watching

September In-Review

October 7, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

September rallies on #RateCuts, but the shutdown complicates October…

Rate Cuts Fade

September 27, 2025September 27, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts

Post-Fed rally fades as investors reassess #RateCuts…

Rate Cut Rally Fades

September 25, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Market’s #RateCuts rally fades — what reignites it?

No Risk-Free Path

September 23, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Investors are betting on bigger #RateCuts, but Powell’s trying to rein in the optimism.

Risk Management Cut

September 17, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

The Fed resumed #RateCuts, but investors are still wondering what’s ahead.

Dot Plot Watch 🧐

September 15, 2025September 15, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

September #RateCuts looks locked-in, but investors want five more－will the Fed deliver? That’s the big question heading into Wednesday’s Fed meeting.

Inflation Checks the Box ✅

September 14, 2025September 14, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #Stagflation, #tariffs

Markets cheer #Inflation, but Consumers aren’t buying it…