Weekend Update 8/23/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Powell blinks, but #RateCuts aren’t a done deal yet…
🥱 No ceasefire. Last weekend’s US-Russia talks apparently yielded nothing with no ceasefire, but no escalation of sanctions either. Markets opened the week more muted with optimism for lowering ongoing #GlobalTensions in Ukraine dashed.
️🙄 Fed attacks. The White House amped up Fed attacks again demanding Fed Governor Cook resign. The White House continues its pressure campaign on Powell and the rest of the Fed desperate for steep #RateCuts.
🕊️ Powell blinks. At Friday’s Jackson Hole symposium, Powell signaled openness to #RateCuts due to growing downside risk in #LaborMarkets. The S&P 500 surged on Friday to end a previously red week up +0.3%.
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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.