Tag: #LaborMarkets

Tariff Time (again) 😞

February 27, 2025February 27, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #LaborMarkets, #tariffs

The S&P 500 has fallen almost -5% from the recent all-time high set just mid last week. The losses compounded on weaker #LaborMarkets data and more #Tariffs.

Cracking Consumer? 🧐

February 25, 2025February 25, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #Recession

Markets tumble as consumer spending fears gain more traction

The Walmart in the Coal Mine?

February 20, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #tariffs

Walmart’s muted outlook reignites consumer worries.

Rate Cuts, Tariffs and AI, Oh My!

February 18, 2025February 18, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets opened the shorten week fairly cautious at all-time highs despite lots of uncertainty. Rate cuts, tariffs and AI – what’s the latest?

Inflationary Pressure 🤷‍♂️

February 12, 2025February 12, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

More tariffs and hotter inflation, but do investors care?

Schrodinger’s Tariffs 🙀

February 9, 2025February 9, 2025 Ryan JueResearch, Weekend Update#Inflation, #LaborMarkets, #tariffs

Markets swing to a loss after a weaker jobs report and the prospect of more tariffs

3 Takeaways from the Fed Meeting

January 29, 2025January 29, 2025 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

As expected, the Fed held rates flat, but investors were focused when and what will it take for them to resume #RateCuts.

Executive Order Flurry 🌨️

January 26, 2025January 26, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #tariffs

Markets rallied again after a slew of executive orders were announced.

2025 Market Outlook 🔮

January 14, 2025January 14, 2025 Ryan JueMarket Musings, Research#AI, #Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

What are the 3 top market catalysts we’re watching in 2025?

Strong Jobs, Weak Markets

January 12, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #RateCuts

Jobs surged in December causing markets to tumble Friday. Why is a good jobs report bad?