Ursa

Ursa Research

Trump Tariffs 🌍

April 2, 2025April 2, 2025 Ryan JueMarket Musings, Research#Recession, #tariffs

The White House just announced a massive slate of #Tariffs on essentially every country.

Q1 In-Review

March 31, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #tariffs

March tumbles as escalating #Tariffs concerns wipe out YTD gains with Q1 ending down almost -5%

Tariffs, Inflation & Consumer, Oh My!

March 30, 2025March 30, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #tariffs

Markets reeling after higher #Inflation compounds the #Tariffs fear

Auto Tariffs 🚙

March 27, 2025March 27, 2025 Ryan JueMarket Musings, Research#tariffs

Are harsh auto #Tariffs a preview of the “targeted” announcements coming next week?

Optimistic Flexibility

March 25, 2025March 26, 2025 Ryan JueMarket Musings, Research#tariffs

Are markets getting too optimistic for teased tariff “flexibility”?

Tariff Flexibility 🧘‍♀️

March 23, 2025March 23, 2025 Ryan JueResearch, Weekend Update#AI, #RateCuts, #tariffs

The White House teases tariff flexibility sending markets higher and breaking a three-week red streak.

Fed Still on Pause ⏸️

March 19, 2025March 19, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rally on the Fed meeting; here’s our takeaways.

Consumer Conundrum

March 18, 2025March 18, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets bounced off correction territory from last week, but what now?

Whiskey vs. Wine ⚔️

March 16, 2025March 16, 2025 Ryan JueResearch, Weekend Update#Inflation, #tariffs

Another Friday relief rally off a 3rd consecutive red week driven lower by tariffs

Escalating Trade War

March 13, 2025March 14, 2025 Ryan JueMarket Musings, Research#Inflation, #Recession, #tariffs

Improving inflation optimism fades as the tariff trade war escalates