Tag: #tariffs

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?

Trump Tariffs 💰

November 26, 2024November 27, 2024 Ryan JueMarket Musings, Research#Goldilocks, #RateCuts, #tariffs

Markets largely shrugged off Trump’s tariff threats－yet they loom large as potential inflation risk.