Tag: #LaborMarkets

June In-Review

July 10, 2024 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

The S&P 500 continued to rally in June up +3.5% on significantly lower inflation data from May. Market optimism has extended into July with markets higher ahead of another round of inflation data.

Fireworks 🎆

July 7, 2024July 7, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #LaborMarkets, #RateCuts

Fireworks kick off July as the market rally continues

Stocks Up on Unemployment? 🤔

June 19, 2024June 19, 2024 Ryan JueMarket Musings, Research#Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

Have you ever wondered why the stock market rises on unemployment?

Calm Before the Storm 🌥️

June 9, 2024June 8, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #LaborMarkets, #RateCuts

Markets continue to rise ahead of big macro week

Blooming May 🌸

May 12, 2024May 12, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #LaborMarkets

Markets continue to extend May’s early optimism

Q1 Macro Review 🧐

April 9, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #ChinaTension, #CyberSecurity, #GlobalTension, #LaborMarkets, #RateCuts

Markets strongly rallied in Q1 on #AI euphoria despite delayed #RateCut expectations

Macro Volatility ️🏦

April 6, 2024April 6, 2024 Ryan JueResearch, Weekend Update#LaborMarkets

Markets end lower after a volatile macro week

February In-Review 😍

March 12, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #Goldilocks, #LaborMarkets, #RateCuts

The S&P 500 surged 5% in February extending the market rally to four months. We’re seeing similar optimism in March so far, but with a lot more hesitation.

January In-Review 🍾

February 19, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

The S&P 500 extended the end of 2023’s market optimum rising 1.6% to start 2024. We’ve seen that momentum continue into February.

New Year, New Market 2024 🎉

January 16, 2024January 16, 2024 Ryan JueMarket Musings, Research#AI, #ChinaTension, #ConsumerDebt, #ConsumerNoConfidence, #CorporateBeltTightening, #CyberSecurity, #Flight2Safety, #GlobalTension, #Goldilocks, #LaborMarkets, #MildRecession, #RateCuts, #RisingYields

Overall, we’re optimistic for 2024. We still expect rate cut timing volatility near-term, but more confident we’ve entered the next bull market pending a mild recession this year.