Ursa

Ursa Research

Surging Jobs?

September 7, 2026September 7, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #LaborMarkets

Strong #LaborMarkets have #RateHikes rising again…

September Market Preview

September 2, 2026September 2, 2026 Ryan JueMarket Musings, Research#AI, #BigTech, #GlobalTension, #Inflation, #LaborMarkets, #RateHikes

What’s driving stock markets in September?

Jobs On Tap

August 30, 2026August 30, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateHikes

Jobs Report on tap next week for more Fed #RateHikes signal…

War on Yields

August 22, 2026August 22, 2026 Ryan JueResearch, Weekend Update#ConsumerConfidence

Markets fall as treasury intervention fails to calm yields…

Inflation Optimism

August 16, 2026August 16, 2026 Ryan JueResearch, Weekend Update#ConsumerConfidence, #GlobalTension, #Inflation

Markets rally on #Inflation shrugging off weak retail sales and #ConsumerConfidence

Inflation Focused

August 10, 2026August 10, 2026 Ryan JueMarket Musings, Research#GlobalTension, #Inflation, #LaborMarkets, #RateHikes

Focus is on this week’s July #Inflation for #RateHikes signal…

Ceasefire 2.0? 🤞

August 9, 2026August 9, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #LaborMarkets, #RateHikes

Markets surge back on optimism for another “imminent” ceasefire deal…

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…