Tag: #LaborMarkets

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.

Start-Up Financial Crisis 🚨

March 12, 2023March 12, 2023 Ryan JueResearch, Weekend Update#LaborMarkets, #RisingYields

Market fear surging on Silicon Valley Bank failure…

Rising Rates Reality 💸

March 7, 2023March 7, 2023 Ryan JueMarket Musings, Research#Flight2Safety, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Fed throws cold water on the new year’s rally as inflation declines slow and rate expectations rise

Return of the Dove 🐦

March 5, 2023 Ryan JueResearch, Weekend Update#InflationFears, #LaborMarkets, #RisingYields

Dovish commentary reinvigorates market rally in March

New Year, New Market 🥂

January 17, 2023January 17, 2023 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #CorporateBeltTightening, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields, Dollar Cost Averaging

We see 2023 playing out in 3 phases: cooling labor market, mid-year recession and recovery begins.