Tag: #RateCuts

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

November In-Review

December 2, 2024December 5, 2024 Ryan JueMarket Musings, Research#Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #MadeintheUSA, #RateCuts

The S&P surged in November ending up almost 6% following a strong post-election rally.

Trump Tariffs 💰

November 26, 2024November 27, 2024 Ryan JueMarket Musings, Research#Goldilocks, #RateCuts, #tariffs

Markets largely shrugged off Trump’s tariff threats－yet they loom large as potential inflation risk.

Powell Spooks Markets 👻

November 16, 2024November 16, 2024 Ryan JueResearch, Weekend Update#Inflation, #RateCuts

Powell spooked investors that #RateCuts may take longer than hoped.

Post-Election Rally 🇺🇸

November 10, 2024November 10, 2024 Ryan JueResearch, Weekend Update#LaborMarkets, #RateCuts

A post-election rally plus a stay-the-course Fed has markets surging.

Loosening Businesses

October 21, 2024 Ryan JueMarket Musings, Research#ConsumerConfidence, #CorporateBeltTightening, #Goldilocks, #LaborMarkets, #RateCuts

It was a cautious start ahead of a big earnings week