Tag: #LaborMarkets

August In-Review 🎢

September 6, 2023September 6, 2023 Ryan JueMarket Musings, Research#AI, #CreditCrunch, #Growth, #LaborMarkets, #RisingYields

Investor optimism for the “Goldilocks” soft landing cooled in August before heating up again to end the month.

July In-Review ⚖️

August 10, 2023August 10, 2023 Ryan JueMarket Musings, Research#AI, #BankingCrisis, #BigTech, #Flight2Safety, #LaborMarkets, #Recession2023, #RisingYields

The S&P 500 rose +3% in July as investors remained giddy the market was heading for the ideal “Goldilocks” soft landing.

Debt Downgrade 🧐

August 5, 2023August 5, 2023 Ryan JueResearch, Weekend Update#LaborMarkets, #RisingYields

Volatile markets turbulent as debt downgrade weighs on relatively solid earnings.

Halftime Report 2023 🏈

July 18, 2023July 18, 2023 Ryan JueMarket Musings, Research#AI, #BankingCrisis, #FallingYields, #LaborMarkets, #Recession2023, #RecessionResilient, #RisingYields, #RiskOn

A bullish 1H rebounds from 2022’s losses. Heading into the 2H, we see markets moving on rate hikes, recession expectations and AI.

June In-Review 🐂

July 4, 2023July 4, 2023 Ryan JueMarket Musings, Research#AI, #BankingCrisis, #LaborMarkets, #Recession2023, #RisingYields

The S&P 500 enters a bull market with investors optimistic moderating economic data will lead to Goldilocks economic outcome.

New Bull Market 🐂

June 11, 2023June 11, 2023 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #Metaverse, #RisingYields

S&P 500 exits current bear market with CPI & Fed on tap

Goldilocks and the Jobs Market 🐻

June 4, 2023June 4, 2023 Ryan JueResearch, Weekend Update#LaborMarkets, #RisingYields

Markets extend rally after May jobs reports comes in “just right”…

End of Rising Yields? 🏔

May 7, 2023May 7, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Rate hikes may be ending while April jobs report shows no slowdown.

Weakening Data 📑

April 9, 2023April 9, 2023 Ryan JueResearch, Weekend Update#InflationFears, #LaborMarkets, #Recession2023

Markets waver as weak economic data gives pause to bull rally…

Banking Rollercoaster 🎢

April 6, 2023April 6, 2023 Ryan JueMarket Musings, Research#BankingCrisis, #FallingYields, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Despite initial market concern, investor optimism surged in March with the #BankingCrisis stabilizing, end of #RisingYields hope and expectations for a #Recession2023 soft landing.