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Weekend Update 4/24/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! New rate hike forecasts expecting 75 bps in May ? Hiked expectations. Fed commentary setting table for aggressive #RisingYields likely erring on too hawkish to combat unabating #InflationFears. New forecasts projecting 75bps hike (0.75%). Markets Read More
Weekend Update 4/17/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Travel takes off on strong summer demand ? Inflation keeps climbing. 12-month CPI grew 8.5% in March－new 40-year high, but largely driven by surging gas prices. Some signs of #InflationFears peaking/stabilizing. However, data likely Read More
Weekend Update 4/10/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Fed looking to spread its wings to aggressively combat #InflationFears ? Yields spike. Fed March meeting minutes released signaled very hawkish discussions around raising yields in 0.5% increments and starting balance sheet Read More
Weekend Update 4/3/2022 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Recession worries as yield curve inverts ? Yields invert. 10-year treasury yield fell -5% from last week’s YTD peak. Yields briefly inverted sending markets sharply lower Thursday. A flattening yield curve signals Read More