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 4.3%. However, we also saw some massive revisions to 2025 with the prior 584K jobs slashed to 181K.
💸 Inflation in-line. Consumer #Inflation came in right in-line with expectations. Core CPI rose +0.3% M/M－a slight re-acceleration after several months of softer readings, but still relatively moderate overall.
😓 Markets wobble. Investors continue to look uncertain at these levels. While both Value and Growth names fell, we continue to see investors favor less risky assets near-term. The S&P 500 ends down -1.4% 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.