Weekend Update 6/15/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets tumble Friday after Israel escalates Middle East tension with strikes on Iran…
🇨🇳 China deal? The US and China reengaged in #Tariffs trade talks with a “deal” announced late Tuesday. However, markets were mostly disappointed as the “deal” basically just reversed the last few weeks walking back recent tit-for-tat aggression and a promise to keep talking.
💸 Softer inflation. May #Inflation data was surprisingly solid. CPI topped expectations again for the third straight month while PPI followed up softer as well. The softer #Inflation data has markets anticipating quicker #RateCuts again.
⚔️ Israel strike. Thursday night, Israel bombed Iran causing crude oil to surge 8% surge on oil supply disruption fears. The escalating Middle East conflict rocked markets with Friday was solidly red sending the S&P lower for the week down -0.4%.
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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.