Tag: #InflationFears

Consumer Confidence Chills 🥶

July 4, 2022July 3, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #MadeintheUSA, #RecessionWatch

Consumer confidence falling with high gas and food price struggles

Bearish Sentiment Tide Turns 🌊

June 26, 2022June 26, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RevengeTravel

Market recovers as bearish recession sentiment tides recede

75 is the new 50 (for real) 💸

June 20, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #COVID19, #InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis

Markets sink with Fed forced to aggressively hike rates to combat surging inflation

Welcome to Bear Territory 🐻

June 16, 2022 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #COVIDRecovery, #Flight2Safety, #Growth, #InflationFears, #RecessionResilient, #RecessionWatch, #RisingYields, #UkraineCrisis, Bear Market, Bull Market, Dollar Cost Averaging, Fed, Recession

With Fed opting for speedy #InflationFears easing, the optimistic #RecessionWatch economic soft landing is looking likely out of reach.

Inflation Still Inflating 🎈

June 12, 2022June 11, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #COVIDRecovery, #InflationFears, #RecessionWatch, #RisingYields

Continuing high inflation dampens hopes for Fed rate hike adjustment in fall

Financial Hurricane 🌪

June 5, 2022June 4, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RecessionWatch, #RisingYields, #SupplyScare, #UkraineCrisis

Financial “hurricane” warning as investors debate recession forecast

Mr. May’s Wild Ride 🚘

June 3, 2022June 3, 2022 Ryan JueMarket Musings, Research#HelpWanted, #InflationFears, #RecessionWatch, #RisingYields, #SupplyScare

S&P 500’s wild ride in May just to end essentially flat－so much for “sell in May and go away”.

Time to Get Greedy 😈

May 18, 2022May 18, 2022 Ryan JueMarket Musings, Research#COVID19, #InflationFears, #RecessionWatch, #RisingYields, #UkraineCrisis, Bear Market, Bull Market, Dollar Cost Averaging

Market Musings 5/18/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! S&P 500 creeping into bear market territory with likely recession near-term. While we’re not calling (nor expecting) a market bottom here, we do believe this is the time to start getting greedy. “Fearful Read More

Schrodinger’s Economy 😼

May 15, 2022May 15, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RisingYields

💸 Stabilizing, but still high. New CPI data with April inflation rising +8.3% Y/Y. First monthly decline in 8 months, but still extremely elevated. Readout likely not changing Fed’s aggressive #RisingYields plan yet. Markets continue sharp slide with S&P 500 down -5% through Thursday. 🛬 Hard or soft landing? Bearish sentiment continues to dominate as investors debate whether Fed #RisingYields plan Read More

Keep Calm & Stay Invested 👑

May 9, 2022 Ryan JueMarket Musings, Research#COVIDRecovery, #Flight2Safety, #InflationFears, #RecessionWatch, #RevengeTravel, #RisingYields, #UkraineCrisis

Market Musings 5/9/2022 Quick thoughts on the markets and major portfolio news. Not on Ursa yet? Download Ursa from the App Store! We focus on fundamentally strong investments with long-term time horizons to weather market down cycles Coming into 2022, market sentiment was already increasingly bearish with aggressive #RisingYields expected to combat surging #InflationFears. #UkraineCrisis Read More