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Ursa Research

Jobs Week Preview

January 7, 2026January 7, 2026 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

Are markets too optimistic for Friday’s Jobs Report?

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

An Inflation Santa Rally

January 4, 2026January 4, 2026 Ryan JueResearch, Weekend Update#AI, #ConsumerConfidence, #Inflation

Market Christmas Hangover: Can the rally get back on track?

The Jobs Report Wrench 🔧

December 16, 2025December 16, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #RateCuts

#Goldilocks Soft Landing hits snag after #LaborMarket Jobs Report with #Inflation looming…

AI Wobble

December 14, 2025 Ryan JueResearch, Weekend Update#AI, #RateCuts

#AI spending sustainability fears overpower Fed optimism…

Fed Fight

December 10, 2025 Ryan JueMarket Musings, Research#Goldilocks, #Inflation, #LaborMarkets, #RateCuts

#RateCuts for weak #LaborMarkets, but sticky #Inflation may block more…

2026 Rate Cuts? 🤔

December 9, 2025December 9, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

Will the Fed increase 2026 #RateCuts expectations?

Three in a Row?

December 7, 2025December 7, 2025 Ryan JueResearch, Weekend Update#Inflation, #LaborMarkets, #RateCuts

Markets Brace for Next Week’s Fed Meeting

Dec Cut Locked?

December 3, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts

Private #LaborMarkets shrank in November—did that just lock-in December #RateCuts?

November In-Review

December 1, 2025December 2, 2025 Ryan JueMarket Musings, Research#AI, #ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts

Stocks struggled through November before a Thanksgiving comeback. Will it continue?