Tag: #RateCuts

Tariffs Are Coming 🥶

February 1, 2025February 1, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Volatile market week with tariffs set start this month

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.

Inflation Cools; Market Rallies 🥳

January 15, 2025January 15, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts

Markets surge as easing inflation reignites rally.

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?

Jobs Week: Jan ’25

January 8, 2025January 8, 2025 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

Is the job market improving? That’s the question for investors this week.

2024: Year of the Rate Cut ✂️

January 1, 2025January 1, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts

While December ended down -2.5% on lowered 2025 rate cut expectations, it was still another amazing year for the S&P 500 up 23% in 2024.

How the Fed Stole Christmas 🎄

December 21, 2024December 21, 2024 Ryan JueResearch, Weekend Update#Inflation, #RateCuts

Markets turn red after the Fed lowers its #RateCuts forecast.

Custom AI Present 🎁

December 15, 2024December 15, 2024 Ryan JueResearch, Weekend Update#AI, #BigTech, #Inflation, #RateCuts

No inflation surprise, but a custom AI present

November Inflation 🍂

December 11, 2024December 11, 2024 Ryan JueMarket Musings, Research#Inflation, #RateCuts

Markets rebound with November inflation in-line