Tag: #LaborMarkets

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

How to Avoid a Recession

October 16, 2024October 17, 2024 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #Recession

Markets are at all-time highs with investors optimistic we’ll avoid a recession. So how do we do it?

Better Than Feared Banks 😅

October 13, 2024October 13, 2024 Ryan JueResearch, Weekend Update#GlobalTension, #Inflation, #LaborMarkets

Another green market week finishing on strong bank earnings

Sticky Inflation 😕

October 10, 2024October 10, 2024 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

September CPI caught forecasters off-guard with higher than expected prices.

Jobs Smash Expectations 🔥

October 6, 2024October 6, 2024 Ryan JueResearch, Weekend Update#GlobalTension, #LaborMarkets

Markets breathe a sigh of relief as September jobs crush expectations

September In-Review

October 2, 2024October 3, 2024 Ryan JueMarket Musings, Research#ConsumerConfidence, #GlobalTension, #Goldilocks, #LaborMarkets, #RateCuts, #Recession

The S&P finished up +2% as rate cuts reignited goldilocks optimism after another early recession scare.

Jobs Data Round 3 🥊

October 1, 2024October 1, 2024 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts, #Recession

Weak job reports sank markets the last two months. Will we see a repeat in October?

Rate Cuts ✂️

September 22, 2024September 22, 2024 Ryan JueResearch, Weekend Update#LaborMarkets, #RateCuts

Rate cuts finally arrive powering markets to new highs