Weekend Update 8/17/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
ConsumerConfidence slows down as #Inflation heats up…
💸 Inflation rising. Markets cheered consumer #Inflation with an in-line Core CPI reading. However, later, the PPI spiked much higher than expectations. It appears retailers may be still working through inventory or eating #Tariffs costs, but producers are already feeling the heat.
😬 Consumer slowdown? While the CPI isn’t showing much impact yet, #ConsumerConfidence appears to already be taking a hit. Consumer sentiment fell -5% since late July as future #Inflation expectations are creeping higher again.
📈 Rallying regardless. Regardless of the mixed economic data, market optimism continues to press forward. September #RateCuts odds remain almost a lock in the minds of investors. The S&P 500 climbs another +0.9% 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.