Weekend Update 5/25/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets pullback on bond market worries and renewed #Tariffs drama.
💸 Bond surge. Bond markets rose last week after Moody’s lowered the US’s debt rating on concerns with the increasing budget deficit and ongoing policy shifts. Market worries were compounded midweek after a very weak 20-year treasury bond auction.
🛳 Tariffs return. With US-EU negotiations appear to be stalling, the White House is now threatening 50% #Tariffs starting as soon as June 1st. In addition, the White House threatened 25% #Tariffs on Apple for all iPhones not built in America as well.
️📉 Market rally ends. After a strong rally since the US-China #Tariffs pause, the rally ended Tuesday with bonds and renewed #Tariffs talk sending the S&P 500 down -2.6% for the week.
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As of the publish date, Ursa portfolios may own AAPL. These securities may cease to be portfolio holdings at some point in the future. Any mention of these securities is for purely informational purposes only and NOT investment advice.
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.