Weekend Update 5/11/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
The UK #Tariffs trade deal rally fizzles out with all eyes on the US-China talks this weekend…
🧐 Uncertain Fed. While #RateCuts weren’t expected, investors were focused early week on how bearish Fed might have become on #Tariffs and how the White House might react. The commentary was more hawkish－warning of potentially higher #Inflation and slowing #LaborMarkets.
🇬🇧 UK deal. The White House announced a trade deal with the UK on Thursday. The UK will expand some export markets in exchange for a reduction on some of auto and steel #Tariffs. However, the universal 10% tariff remains in place and, since the US has a surplus, there was never any “reciprocal” tariff anyways.
🇨🇳 China optimism. After a lift Wednesday and Thursday, markets returned to more muted trading ahead of the US-China talks this weekend. The S&P 500 rebounded from earlier week losses, but still ended down -0.5% for the week.
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The statements, opinions and analyses presented here are provided as general information. This article is the opinion of the author. Anything within this article should NOT be considered an investment recommendation or advice. See Ursa’s full disclosures here.