Tag: #tariffs

Fed Expectations

January 26, 2026January 26, 2026 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

No #RateCuts expected this meeting, but what comes next?

Greenland Uncertainty

January 25, 2026 Ryan JueResearch, Weekend Update#tariffs

Markets shift from #Tariffs to #BigTech earnings…

Greenland Taco

January 22, 2026 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #Inflation, #LaborMarkets, #tariffs

Markets rebound after Greenland #Tariffs dropped…

Greenland Tariff War

January 21, 2026 Ryan JueMarket Musings, Research#GlobalTension, #Inflation, #tariffs

Markets tumble as #Tariffs and Greenland tensions escalate…

Tariff Clouds

January 18, 2026January 18, 2026 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

#Inflation Week raises more questions as #Tariffs cloud the outlook…

Producer Inflation Warning

January 15, 2026 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #tariffs

Producer #Inflation warning that #Tariffs pressure may not be over…

December In-Review

January 5, 2026January 5, 2026 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

December ends quietly, but #AI caps a massive year for markets

The AI “Big Short”?

November 9, 2025 Ryan JueResearch, Weekend Update#AI, #tariffs

Market rally stalls as the “Big Short” bets against #AI…

Jobs Bounce, Tariffs Questioned

November 5, 2025November 5, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rebound as #LaborMarkets bounce and Supreme Court questions #Tariffs…

October In-Review

November 3, 2025 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #CorporateBeltTightening, #Inflation, #RateCuts, #tariffs

Markets rally in October, but caution growing… What’s next for November?