Tag: #LaborMarkets

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

Rate Cuts Are Here! 🎉

September 19, 2024September 19, 2024 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

Rate cuts are finally here, so what’s next?

August In-Review

September 4, 2024September 3, 2024 Ryan JueMarket Musings, Research#AI, #Flight2Safety, #Goldilocks, #LaborMarkets, #RateCuts, #Recession

The S&P 500 closed August up +2% as Goldilocks optimism returned after an early recession scare.

It’s Rate Cut Time! 🥳

August 25, 2024August 25, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #LaborMarkets, #RateCuts

It’s rate cut time as markets rally for a third straight week

July In-Review

August 8, 2024August 8, 2024 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

The S&P 500 finished July up +1% on #Goldilocks cheer. However, optimism sharply reversed in August on recession fears.

Bad News is Bad News 📰

August 3, 2024August 3, 2024 Ryan JueResearch, Weekend Update#BigTech, #Goldilocks, #LaborMarkets, #RateCuts

Markets tumble as the #Goldilocks soft landing optimism fades