Tag: #Inflation

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.

Middle East War ⚔️

June 22, 2025June 22, 2025 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

Markets fall on escalating Israel-Iran war and Fed #Tariffs concerns

Fed Still Waiting

June 18, 2025June 18, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Cautious Fed continues to disappoint markets

Middle East Escalation ⚔️

June 15, 2025June 15, 2025 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

Markets tumble Friday after Israel escalates Middle East tension with strikes on Iran.

Tepid Tariff Talks

June 11, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets slides as China talks ends without significant concessions on either side.

Radio Silent Talks

June 10, 2025June 11, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

Markets drift higher amid China #Tariffs talks and May #Inflation data

Tariffs Flip-Flop 🩴

May 27, 2025May 27, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets surge on expectations for an imminent EU #Tariffs trade deal along with strong May #ConsumerConfidence.

Bull Rally or Bear Trap?

May 17, 2025May 17, 2025 Ryan JueMarket Musings, Ursa#ConsumerConfidence, #Inflation, #tariffs

Markets rally on China #Tariffs pause and surprising #Inflation progress; bull rally or bear trap?