Tag: #RateCuts

Fretting About the Fed

May 5, 2025May 6, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets finally snap its 9-day green streak, but what are investors worrying about?

Reality Check 🤔

April 20, 2025April 20, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Markets finish the week lower after Powell’s #Tariffs reality check

Wait and See Mode 🗓️

April 16, 2025April 16, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #Recession, #tariffs

Markets tumble after Powell warns of rising #Inflation and weaken #LaborMarkets

Tariff Flexibility 🧘‍♀️

March 23, 2025March 23, 2025 Ryan JueResearch, Weekend Update#AI, #RateCuts, #tariffs

The White House teases tariff flexibility sending markets higher and breaking a three-week red streak.

Fed Still on Pause ⏸️

March 19, 2025March 19, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rally on the Fed meeting; here’s our takeaways.

February In-Review

March 3, 2025March 3, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets end February right where it began in #Tariffs purgatory

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

Consumer Concerns

February 23, 2025February 23, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #tariffs

Weak consumer sentiment ignites a market sell-off

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?

Tariffs? Inflation? 🤷‍♂️

February 16, 2025February 16, 2025 Ryan JueResearch, Weekend Update#Goldilocks, #Inflation, #RateCuts, #tariffs

Markets finish week higher despite more tariffs and hotter inflation