Tag: #LaborMarkets

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.

Schrödinger’s Jobs 🐱

January 7, 2024January 7, 2024 Ryan JueResearch, Weekend Update#LaborMarkets, #RateCuts

Markets open the year lower as yield declines bottom

Mixed Labor Markets 💼

December 10, 2023December 10, 2023 Ryan JueResearch, Weekend Update#AI, #LaborMarkets

Cautious markets inch up, but still green for the 6th straight week

October In-Review 👻

November 6, 2023November 6, 2023 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerNoConfidence, #Goldilocks, #LaborMarkets, #RisingYields

#Goldilocks pessimism continues to weigh on October markets, but renewed optimism propelling November

Schrodinger’s Fed 😾

October 22, 2023October 21, 2023 Ryan JueResearch, Weekend Update#LaborMarkets, #RisingYields

Markets fall on Powell commentary reversing the prior week’s dovish Fed sentiment.

Hamas Attacks Israel 😳

October 15, 2023October 15, 2023 Ryan JueResearch, Weekend Update#Goldilocks, #LaborMarkets, #RisingYields

Rising macro uncertainty gives investors’ renewed #Goldilocks confidence pause