Weekend Update 1/25/2026
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets shift from #Tariffs to #BigTech earnings…
🌮 Greenland taco. Markets started the week sharply lower after the White House threatened new #Tariffs against the EU’s opposition to Greenland over the weekend. But by Wednesday, those #Tariffs threats were already rescinded during meetings in Davos.
️💪 Solid data. Optimism was bolstered later in the week by a strong batch of economic data. Delayed PCE inflation came in in-line, Q3 GDP was revised slightly higher, weekly jobless claims continued to stabilize and consumer sentiment surprised to the upside.
️️📉 Mixed week. A #Tariffs scare sent market sharply lower, but another White House taco and strong economic data powered a relief rally through the end of the week. The S&P 500 ended the week just slightly lower down -0.4%.
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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.