Weekend Update 1/31/2026
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Fed Chair nominee & hotter PPI #Inflation shakes market confidence…
🏦 Fed uncertainty. No #RateCuts this meeting as Powell sees the target rate near “neutral”. However, the White House threw a curveball into the policy outlook announcing Kevin Warsh as its nominee for the next Fed Chair to replace Powell.
💸 Producer inflation. December PPI data came in hotter than expected. Producer #Inflation is now running up 3.5% Y/Y while consumer sits at 2.8%. The gap suggests higher #Tariffs costs may not have fully flowed through yet with companies still absorbing them.
😓 Market wobble. An early rally helped offset declines later in the week. #BigTech earnings were mixed, but mostly shrugged off. The S&P 500 ended the week slightly higher 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.