Tag: #InflationFears

No CPI Surprise 😅

May 14, 2023 Ryan JueResearch, Weekend Update#InflationFears, #RisingYields

In-line CPI increasing market odds for rate hike pause

End of Rising Yields? 🏔

May 7, 2023May 7, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Rate hikes may be ending while April jobs report shows no slowdown.

Rate-Boosted Big Banks 🚀

April 16, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #InflationFears, #RisingYields

Big banks kick off with strong earnings benefiting from #RisingYields

Weakening Data 📑

April 9, 2023April 9, 2023 Ryan JueResearch, Weekend Update#InflationFears, #LaborMarkets, #Recession2023

Markets waver as weak economic data gives pause to bull rally…

Banking Rollercoaster 🎢

April 6, 2023April 6, 2023 Ryan JueMarket Musings, Research#BankingCrisis, #FallingYields, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Despite initial market concern, investor optimism surged in March with the #BankingCrisis stabilizing, end of #RisingYields hope and expectations for a #Recession2023 soft landing.

Banking Crisis Limits Fed 🏦

March 26, 2023March 26, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #Flight2Safety, #InflationFears, #RisingYields, #RiskOn

Growth pulls ahead as banking crisis limits the Fed’s options

Rising Rates Reality 💸

March 7, 2023March 7, 2023 Ryan JueMarket Musings, Research#Flight2Safety, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Fed throws cold water on the new year’s rally as inflation declines slow and rate expectations rise

Return of the Dove 🐦

March 5, 2023 Ryan JueResearch, Weekend Update#InflationFears, #LaborMarkets, #RisingYields

Dovish commentary reinvigorates market rally in March

Rekindling Inflation Fears 😬

February 26, 2023February 26, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #Recession2023, #RisingYields

Markets tumble with more data indicating inflation declines decelerating

Slowing Slowing Inflation 😬

February 20, 2023February 20, 2023 Ryan JueResearch, Weekend Update#InflationFears, #RisingYields, Recession2023

January CPI shows inflation declines slowing