#Recession | Ursa

Inflation Fears

August 26, 2025August 26, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

#ConsumerConfidence is softening with #Inflation fears bubbling up again. It’s not panic mode yet, but the underlying mood feels a little more fragile than the headline number suggests.

Rate Cut Chaos

August 20, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #Recession, #tariffs

Markets have been drifting lower as September #RateCuts optimism cools off. The odds for #RateCuts are still high, but definitely pulling back.

Tariff Courts ⚖️

May 29, 2025May 29, 2025 Ryan JueMarket Musings, Research#Recession, #tariffs

Markets whiplash as courts strike down #Tariffs before staying the decision pending more deliberation

Thawing Tension

May 3, 2025May 3, 2025 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #Recession, #tariffs

Thawing #ChinaTension and strong #LaborMarkets keep historic market rally going

Recession Proof AI?

May 1, 2025May 1, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

Investors may be starting to worry about a #Recession, but for #AI… what recession?

April In-Review

April 30, 2025April 30, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

The S&P 500 ends April down less than -1% as markets almost fully recover from the #Tariffs correction.

China Deescalation

April 22, 2025April 22, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets sharply rallied Tuesday on optimism for deescalation of the #Tariffs trade war with China.

Wait and See Mode 🗓️

April 16, 2025April 16, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #Recession, #tariffs

Markets tumble after Powell warns of rising #Inflation and weaken #LaborMarkets

Trump Tariffs 🌍

April 2, 2025April 2, 2025 Ryan JueMarket Musings, Research#Recession, #tariffs

The White House just announced a massive slate of #Tariffs on essentially every country.

Consumer Conundrum

March 18, 2025March 18, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets bounced off correction territory from last week, but what now?

Tag: #Recession