Tag: #RiskOn

Light at the End of the Tunnel 🕯

February 5, 2023February 5, 2023 Ryan JueResearch, Weekend Update#CorporateBeltTightening, #HotLaborMarket, #RisingYields, #RiskOn, Recession2023

Markets getting the party started as the Fed slows rate hikes again

Recession Defense? 🛡

January 29, 2023 Ryan JueResearch, Weekend Update#RiskOn, Recession2023

Soft landing confidence increasing, will it hold with Fed on tap?

Farewell 2022 🥃

January 11, 2023January 17, 2023 Ryan JueMarket Musings, Research#BigTech, #COVID19, #COVIDRecovery, #Flight2Safety, #InflationFears, #RisingYields, #RiskOn, #UkraineCrisis

Despite opening on #COVIDRecovery optimism, 2022 was a year of skyrocketing #InflationFears, global #UkraineCrisis shock, and #RisingYields disbelief

CPI Party 🎊

November 13, 2022 Ryan JueResearch, Weekend Update#InflationFears, #RisingYields, #RiskOn

Market surging on lower than expected CPI data

Fed Easing Speculation 🤔

October 23, 2022October 22, 2022 Ryan JueResearch, Weekend Update#ConsumerNoConfidence, #InflationFears, #RecessionWatch, #RisingYields, #RiskOn

Market rallies off stronger earnings, but rate hike speculation volatility continues