Tag: #RateCuts

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

Inflationary Pressure 🤷‍♂️

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

More tariffs and hotter inflation, but do investors care?

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?