Tag: #InflationFears

Sobering Markets ☕️

September 1, 2022September 2, 2022 Ryan JueMarket Musings, Research#Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RisingYields

Runaway peaking inflation rally hits a wall. Still early innings for #RisingYields as markets reevaluate #RecessionWatch impact.

The Long Road Ahead 🛣

August 28, 2022August 27, 2022 Ryan JueResearch, Weekend Update#ElectricVehicles, #InflationFears, #RisingYields

Powell pours cold water on inflation peak rally

Return of the Hawk 🦅

August 21, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RisingYields

Peaking inflation rally cools as hawkish sentiment resurfaces

Inflation Peak 🗻

August 14, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RisingYields

Market euphoria as July inflation finally slows off peak

Risk ON 🚀

August 7, 2022August 7, 2022 Ryan JueResearch, Weekend Update#ChinaTension, #ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel

Growth leads markets higher as S&P 500 extends July gains

July’s High High Hopes 🎵

August 3, 2022August 3, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Flight2Safety, #InflationFears, #RecessionResilient, #RisingYields, Bear Market

Strong July rebound as markets rally on peaking inflation sentiment. The next bull market or just overly optimistic?

Peaking Inflation Optimists 🤞

July 31, 2022July 31, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields

Strong July finish as opportunistic investors hope for inflation peak

Inflation Nation 💸

July 17, 2022July 16, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RisingYields

Inflation continues to surge, but consumer remains resilient

Conflicting Consumer 🧐

July 10, 2022July 10, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Consumer confidence sentiment U-turn drives market recovery rally

Halftime Report 🏈

July 6, 2022July 6, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #Dividends, #Flight2Safety, #InflationFears, #RecessionResilient, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis, Bear Market

Halftime 2022－we’re down -21% YTD with a recession looming. Where do we go from here?