Ursa

Ursa Research

July In-Review

August 5, 2026August 6, 2026 Ryan JueMarket Musings, Research#AI, #BigTech, #GlobalTension, #Inflation, #RateHikes

A volatile July market recap with optimism resuming in August…

AI Spotlight 🤖

August 2, 2026August 2, 2026 Ryan JueResearch, Weekend Update#AI, #BigTech, #GlobalTension, #Inflation, #RateHikes

Big Tech earnings drives rebound from Middle East tension and the Fed

Signaling Hikes

July 29, 2026July 29, 2026 Ryan JueMarket Musings, Research#AI, #GlobalTension, #Inflation, #LaborMarkets, #RateHikes, #tariffs

Fed holds rates steady, but pressure building for incoming #RateHikes…

Oil Trouble 🛢

July 26, 2026July 26, 2026 Ryan JueResearch, Weekend Update#AI, #BigTech, #GlobalTension

#BigTech spending & rising oil has Wall Street worried…

Back to War? 💀

July 19, 2026July 19, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #Inflation

#Inflation improves, but markets reverse as US-Iran reescalates…

Inflation: Over or Lull?

July 15, 2026 Ryan JueMarket Musings, Research#GlobalTension, #Inflation, #RateHikes

June’s Deflation: All good or just a temporary lull?

Risk Recovery?

July 12, 2026July 12, 2026 Ryan JueResearch, Weekend Update#AI, #Flight2Safety, #GlobalTension, #RiskOn

Markets shrug off #GlobalTension, oil and gas this week; #Inflation is next…

Flight to Safety

July 3, 2026July 3, 2026 Ryan JueResearch, Weekend Update#AI, #Flight2Safety, #LaborMarkets, #RateHikes

A 4th of July rally despite the #AI trade souring…

June In-Review

June 30, 2026July 1, 2026 Ryan JueMarket Musings, Research#AI, #GlobalTension, #Inflation, #LaborMarkets, #RateHikes

Oil, #RateHikes and #AI likely to drive stocks again in July…

AI Doubts

June 28, 2026 Ryan JueResearch, Weekend Update#AI, #Flight2Safety, #Inflation

Markets fall as investors sour on AI spending returns