Tag: #RateCuts

Back to Macro 💸

March 10, 2024March 10, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #RateCuts

After another AI rally, markets turn its focus back to the macro environment

January In-Review 🍾

February 19, 2024April 9, 2024 Ryan JueMarket Musings, Research#AI, #BigTech, #Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

The S&P 500 extended the end of 2023’s market optimum rising 1.6% to start 2024. We’ve seen that momentum continue into February.

Inflation Reheating 🥵

February 18, 2024February 17, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #HigherForLonger, #RateCuts

Market rally disrupted by hotter-than-expected inflation data

5,000 🏆

February 11, 2024February 11, 2024 Ryan JueResearch, Weekend Update#CyberSecurity, #Goldilocks, #RateCuts

S&P 500 tops the 5,000 point milestone as markets remain giddy

Tech ‘N Jobs 📈

February 4, 2024February 3, 2024 Ryan JueResearch, Weekend Update#BigTech, #Goldilocks, #RateCuts

S&P 500 hits new highs as tech and jobs overcome hawkish Fed

New Highs 🏔️

January 21, 2024January 20, 2024 Ryan JueResearch, Weekend Update#AI, #RateCuts

Strong tech optimism pushes S&P 500 to new highs after 2 years

New Year, New Market 2024 🎉

January 16, 2024January 16, 2024 Ryan JueMarket Musings, Research#AI, #ChinaTension, #ConsumerDebt, #ConsumerNoConfidence, #CorporateBeltTightening, #CyberSecurity, #Flight2Safety, #GlobalTension, #Goldilocks, #LaborMarkets, #MildRecession, #RateCuts, #RisingYields

Overall, we’re optimistic for 2024. We still expect rate cut timing volatility near-term, but more confident we’ve entered the next bull market pending a mild recession this year.

Schrödinger’s Jobs 🐱

January 7, 2024January 7, 2024 Ryan JueResearch, Weekend Update#LaborMarkets, #RateCuts

Markets open the year lower as yield declines bottom

Farewell to 2023 🥂

January 3, 2024January 3, 2024 Ryan JueMarket Musings, Research#Flight2Safety, #Goldilocks, #RateCuts, #RisingYields

It was a very Merry Christmas for investors in December picking up right where November left off. The S&P 500 gained another 4% to end the year and ending 2023 up 24%.