Tag: #Recession

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?

Escalating Trade War

March 13, 2025March 14, 2025 Ryan JueMarket Musings, Research#Inflation, #Recession, #tariffs

Improving inflation optimism fades as the tariff trade war escalates

Recession Fears

March 11, 2025March 11, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #Recession, #tariffs

Recession fears spark a market plunge, but are we really headed for a recession?

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