Tag: #LaborMarkets

2025 Market Outlook 🔮

January 14, 2025January 14, 2025 Ryan JueMarket Musings, Research#AI, #Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

What are the 3 top market catalysts we’re watching in 2025?

Strong Jobs, Weak Markets

January 12, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #RateCuts

Jobs surged in December causing markets to tumble Friday. Why is a good jobs report bad?

Jobs Week: Jan ’25

January 8, 2025January 8, 2025 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

Is the job market improving? That’s the question for investors this week.

Christmas Time 🎄

December 7, 2024December 7, 2024 Ryan JueResearch, Weekend Update#ConsumerConfidence, #LaborMarkets

The jobs report didn’t disappoint. We don’t see anything likely standing in the way of a Christmas rally now.

Jobs Week 💼

December 5, 2024December 5, 2024 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets

It’s been a labor market week with new data all week, but the big jobs report is coming tomorrow.

November In-Review

December 2, 2024December 5, 2024 Ryan JueMarket Musings, Research#Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #MadeintheUSA, #RateCuts

The S&P surged in November ending up almost 6% following a strong post-election rally.

Post-Election Rally 🇺🇸

November 10, 2024November 10, 2024 Ryan JueResearch, Weekend Update#LaborMarkets, #RateCuts

A post-election rally plus a stay-the-course Fed has markets surging.

October In-Review

November 4, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #LaborMarkets

The S&P ended October down -1% as AI spend sinks markets; investors bracing for election uncertainty, but we’re wary of labor markets.

AI Spending Woes 🤖

November 2, 2024November 2, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, #LaborMarkets

Markets slump as investors disagree with Big Tech’s AI spending

Loosening Businesses

October 21, 2024 Ryan JueMarket Musings, Research#ConsumerConfidence, #CorporateBeltTightening, #Goldilocks, #LaborMarkets, #RateCuts

It was a cautious start ahead of a big earnings week