Tag: #RateCuts

June In-Review

July 1, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets fully rebound and more in June finishing the first half of 2025 at new all-time highs.

Back to the Macro

June 25, 2025June 25, 2025 Ryan JueUncategorized#ConsumerConfidence, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #tariffs

With the Israel-Iran ceasefire holding, markets appear to be shifting focus back to the economy.

Middle East War ⚔️

June 22, 2025June 22, 2025 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

Markets fall on escalating Israel-Iran war and Fed #Tariffs concerns

Fed Still Waiting

June 18, 2025June 18, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Cautious Fed continues to disappoint markets

Middle East Escalation ⚔️

June 15, 2025June 15, 2025 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

Markets tumble Friday after Israel escalates Middle East tension with strikes on Iran.

Goldilocks Jobs Report 🐻🥣

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

The market rally finally cracked on Thursday with investors nervous about Friday’s jobs report.

Trade Talks

May 11, 2025May 11, 2025 Ryan JueResearch, Weekend Update#Inflation, #LaborMarkets, #RateCuts, #tariffs

The UK #Tariffs trade deal rally fizzles out with all eyes on the US-China talks this weekend…

Deal Distraction

May 8, 2025May 8, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rise on the first announced #Tariffs trade deal shrugging off a downbeat Fed meeting.

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