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June In-Review

July 10, 2024 Ryan JueMarket Musings, Research#Goldilocks, #LaborMarkets, #RateCuts

The S&P 500 continued to rally in June up +3.5% on significantly lower inflation data from May. Market optimism has extended into July with markets higher ahead of another round of inflation data.

Fireworks ๐ŸŽ†

July 7, 2024July 7, 2024 Ryan JueResearch, Weekend Update#Goldilocks, #LaborMarkets, #RateCuts

Fireworks kick off July as the market rally continues

Stocks Up on Unemployment? ๐Ÿค”

June 19, 2024June 19, 2024 Ryan JueMarket Musings, Research#Goldilocks, #HigherForLonger, #LaborMarkets, #RateCuts

Have you ever wondered why the stock market rises on unemployment?

Inflation Cheer ๐ŸŽ‰

June 16, 2024June 16, 2024 Ryan JueResearch, Weekend Update#RateCuts

The market rally continues on inflation cheer

Inflation Euphoria ๐Ÿ˜Š

June 12, 2024June 12, 2024 Ryan JueMarket Musings, Research#RateCuts

Market surge after CPI data shows inflation moderating and lack of surprise at Fed meeting.

May In-Review

June 10, 2024June 10, 2024 Ryan JueMarket Musings, Research#AI, #Goldilocks, #RateCuts

The S&P 500 rebounded in May ending up +5% with investors rallying on #RateCuts relief and #AI optimism. After an early pop, June has been trading more tentatively ahead of new inflation data.

Calm Before the Storm ๐ŸŒฅ๏ธ

June 9, 2024June 8, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #LaborMarkets, #RateCuts

Markets continue to rise ahead of big macro week

Flat, but Eventful ๐Ÿ˜…

May 27, 2024May 27, 2024 Ryan JueResearch, Weekend Update#AI, #Goldilocks, #RateCuts

Volatile week despite S&P ending essentially flat

Rate Cuts & the Market

May 21, 2024May 21, 2024 Ryan JueMarket Musings, Research#RateCuts

Investors are so focused on rate cuts this year๏ผwhy does the stock market care?

Markets Cheer April CPI

May 15, 2024May 15, 2024 Ryan JueMarket Musings, Research#RateCuts

Markets pop on rate cuts and “Goldilocks” soft landing optimism after inflation growth slightly moderates in April.

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