Tag: #Recession2023

May In-Review 🤖

June 9, 2023June 9, 2023 Ryan JueMarket Musings, Research#AI, #FallingYields, #Recession2023, #RisingYields

Tentative markets gave way to bullish AI fervor to end May on a high…

April In-Review 🐣

May 11, 2023May 11, 2023 Ryan JueResearch, Weekend Update#AI, #BigTech, #FallingYields, #Recession2023, #RisingYields

Tentative start to April gives way to more bullish optimism with investors hungry to have their cake and eat it too.

End of Rising Yields? 🏔

May 7, 2023May 7, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Rate hikes may be ending while April jobs report shows no slowdown.

Weakening Data 📑

April 9, 2023April 9, 2023 Ryan JueResearch, Weekend Update#InflationFears, #LaborMarkets, #Recession2023

Markets waver as weak economic data gives pause to bull rally…

Banking Rollercoaster 🎢

April 6, 2023April 6, 2023 Ryan JueMarket Musings, Research#BankingCrisis, #FallingYields, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Despite initial market concern, investor optimism surged in March with the #BankingCrisis stabilizing, end of #RisingYields hope and expectations for a #Recession2023 soft landing.

Hungry, Hungry Market 🦛

April 2, 2023 Ryan JueResearch, Weekend Update#BankingCrisis, #ConsumerNoConfidence, #Recession2023, #RisingYields

Bullish market as banking crisis and inflation fears fade

Rising Rates Reality 💸

March 7, 2023March 7, 2023 Ryan JueMarket Musings, Research#Flight2Safety, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields

Fed throws cold water on the new year’s rally as inflation declines slow and rate expectations rise

Rekindling Inflation Fears 😬

February 26, 2023February 26, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #Recession2023, #RisingYields

Markets tumble with more data indicating inflation declines decelerating

Restless Before the Storm 🌪

January 22, 2023January 22, 2023 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #CorporateBeltTightening, #Recession2023, #RisingYields

Light earnings week as investors adjust expectations for the bulk

New Year, New Market 🥂

January 17, 2023January 17, 2023 Ryan JueMarket Musings, Research#ConsumerNoConfidence, #CorporateBeltTightening, #InflationFears, #LaborMarkets, #Recession2023, #RisingYields, Dollar Cost Averaging

We see 2023 playing out in 3 phases: cooling labor market, mid-year recession and recovery begins.