Month: February 2026

Diverging Inflation

February 28, 2026February 28, 2026 Ryan JueResearch, Weekend Update#AI, #Inflation, #tariffs

Hotter-than-expected Producer #Inflation shakes markets…

Tariffs 2.0

February 23, 2026February 23, 2026 Ryan JueMarket Musings, Research#Inflation, #tariffs

Are markets ready for #Tariffs: Round 2?

Mixed Macro

February 21, 2026February 21, 2026 Ryan JueResearch, Weekend Update#Inflation, #RateCuts, #tariffs

#Tariffs canceled, sticky #Inflation, rate hike chatter & slowing GDP…

Rate Hikes? ?

February 18, 2026February 18, 2026 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Are rate hikes back on the table?

Stuck Markets

February 15, 2026February 15, 2026 Ryan JueUncategorized

Weekend Update 2/15/2026 Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store! Markets slide despite “good” economic data… ? Jobs surge. So much for #LaborMarkets signal from the private payrolls miss last week… January nonfarm payrolls rose by 130K while unemployment fell to Read More

Uncertain Risk

February 8, 2026February 8, 2026 Ryan JueResearch, Weekend Update#AI, #LaborMarkets

Markets tumble as #LaborMarkets fears return, but Friday saves the day…

Jobs Signal or Outlier?

February 4, 2026 Ryan JueMarket Musings, Research#LaborMarkets

Private Jobs Whiff: Signal or Outlier?

January In-Review

February 2, 2026 Ryan JueMarket Musings, Research#AI, #BigTech, #GlobalTension, #Goldilocks, #Inflation, #LaborMarkets, #tariffs

January finishes higher despite #Tariffs threats, #RateCuts uncertainty, mixed #AI earnings