Weekend Update 10/19/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets rebound from #Tariffs threats, but where to go now?
🌮 Tariffs taco? Markets sharply rebounded on Monday after the White House deescalated its #Tariffs threats and claimed the meeting with China is still on. However, this wasn’t before China retaliated with higher port fees.
🏦 Mixed bank earnings. Earnings season kicked off as usual with banks going first. Big banks generally did well, but regional banks whiffed with rising concerns for credit and liquidity.
🛑 Shutdown uncertainty. The US government shutdown is now in its 3rd week with no end in sight. Official government economic data continues to be delayed adding to market uncertainty. However, thanks to Monday’s #Tariffs rebound, the S&P ends up 1.7% 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.