Weekend Update 8/30/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Weekly Market Recap: #AI Volatility Shakes Stocks
🥊 Fed fight. The White House escalated its Fed attacks by moving to fire Fed Governor Cook. Cook filed a lawsuit to prevent her removal. Markets largely shrugged off the escalation on expectations the firing likely won’t hold.
️🏦 Resilient macro. August #ConsumerConfidence slipped but not as much as feared while PCE #Inflation rose above the long-term target but also not as much as feared. #RateCuts expectations largely remain unchanged with a cut expected in September.
🤖 AI volatility. Markets rose and fell on #AI earnings signaling near-term demand remains solid, but growth appears to be moderating. However, an uncertain China market is weighing on growth prospects. The S&P 500 ends just slightly lower 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.