Tag: #tariffs

Rate Cuts, Tariffs and AI, Oh My!

February 18, 2025February 18, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets opened the shorten week fairly cautious at all-time highs despite lots of uncertainty. Rate cuts, tariffs and AI – what’s the latest?

Tariffs? Inflation? 🤷‍♂️

February 16, 2025February 16, 2025 Ryan JueResearch, Weekend Update#Goldilocks, #Inflation, #RateCuts, #tariffs

Markets finish week higher despite more tariffs and hotter inflation

Inflationary Pressure 🤷‍♂️

February 12, 2025February 12, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

More tariffs and hotter inflation, but do investors care?

Schrodinger’s Tariffs 🙀

February 9, 2025February 9, 2025 Ryan JueResearch, Weekend Update#Inflation, #LaborMarkets, #tariffs

Markets swing to a loss after a weaker jobs report and the prospect of more tariffs

Tariffs Delayed… Mostly

February 5, 2025 Ryan JueMarket Musings, Research#tariffs

Markets recovered from the weekend’s tariffs shock after Canada & Mexico make deal. So where are we at now?

January In-Review

February 2, 2025February 2, 2025 Ryan JueMarket Musings, Research#AI, #Goldilocks, #Inflation, #tariffs

The S&P 500 kicked off the year strong finishing January up almost 3%, but tariffs may derail the rally in February.

Tariffs Are Coming 🥶

February 1, 2025February 1, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Volatile market week with tariffs set start this month

3 Takeaways from the Fed Meeting

January 29, 2025January 29, 2025 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

As expected, the Fed held rates flat, but investors were focused when and what will it take for them to resume #RateCuts.

Executive Order Flurry 🌨️

January 26, 2025January 26, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #tariffs

Markets rallied again after a slew of executive orders were announced.

2025 Market Outlook 🔮

January 14, 2025January 14, 2025 Ryan JueMarket Musings, Research#AI, #Deregulation, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts, #tariffs

What are the 3 top market catalysts we’re watching in 2025?