Tag: #tariffs

What Tariffs? 🤷‍♂️

October 21, 2025October 21, 2025 Ryan JueMarket Musings, Research#tariffs

Markets shrug off #Tariffs and make full recovery despite more tension…

Tariffs Rebound

October 19, 2025 Ryan JueResearch, Weekend Update#tariffs

Markets rebound from #Tariffs threats, but where to go now?

Tariffs 2.0

October 14, 2025 Ryan JueMarket Musings, Research#AI, #tariffs

Markets on edge as #Tariffs tension returns

Return of the Tariffs

October 11, 2025October 11, 2025 Ryan JueResearch, Weekend Update#tariffs

Markets plunge as White House reignites #Tariffs trade war

September In-Review

October 7, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

September rallies on #RateCuts, but the shutdown complicates October…

Rate Cut Rally Fades

September 25, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Market’s #RateCuts rally fades — what reignites it?

No Risk-Free Path

September 23, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Investors are betting on bigger #RateCuts, but Powell’s trying to rein in the optimism.

Dot Plot Watch 🧐

September 15, 2025September 15, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

September #RateCuts looks locked-in, but investors want five more－will the Fed deliver? That’s the big question heading into Wednesday’s Fed meeting.

Inflation Checks the Box ✅

September 14, 2025September 14, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #Stagflation, #tariffs

Markets cheer #Inflation, but Consumers aren’t buying it…

Inflation 👍, What’s Next?

September 11, 2025September 11, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

#Inflation came in high, but tolerable… That’s good news for markets, but with #LaborMarkets jobless claims spiking is the #Tariffs soft landing really safe?