Ursa

Ursa Research

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

Peace Progress?

June 21, 2026June 21, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #RateHikes

Markets rally on US-Iran peace shrugging off #RateHikes…

Rate Hike Reality

June 17, 2026 Ryan JueMarket Musings, Research#Inflation, #RateCuts, #RateHikes

#Inflation fears drive Fed towards #RateHikes

The Rate Hike Debate

June 14, 2026June 14, 2026 Ryan JueResearch, Weekend Update#GlobalTension, #Inflation, #tariffs

#Inflation sets up a Fed clash next week…

Hot, Hot Jobs

June 7, 2026June 8, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #LaborMarkets, #RateHikes

Hot, hot #LaborMarkets have #RateHikes back on the table…

May In-Review

June 3, 2026June 3, 2026 Ryan JueMarket Musings, Research#AI, #GlobalTension, #Inflation, #LaborMarkets, #RateCuts, #RateHikes

#AI drives another massive market rally in May, but covers up growing #Inflation fears…

Regressing Hike Fears

May 31, 2026May 31, 2026 Ryan JueResearch, Weekend Update#AI, #GlobalTension, #Inflation, #RateHikes

#Inflation slides, oil falls and #RateHikes fears regress…

Ignoring Inflation

May 23, 2026May 23, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #RateHikes

Markets rally ignoring rising #Inflation risks…