Weekend Update 12/7/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets Brace for Next Week’s Fed Meeting
💼 Weak private sector. ADP payrolls surprised with a November loss. The private-sector remains weak and with the shutdown delaying official data. This may be the only #LaborMarkets datapoint the Fed will get going into next week’s #RateCuts decision.
💸 Moderate inflation. September Core PCE (the Fed’s preferred #Inflation gauge) came in right in-line with expectations. Unsurprising after the more moderate CPI and PPI datapoints. However, post-September #Inflation remains uncertain.
📈 Drifting higher. Slower news week, but enough for investors to start viewing Dec #RateCuts as a lock. Markets drift higher with the S&P up +0.3% 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.