Weekend Update 4/11/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets surge on ceasefire, but risks remain…
️🕊️ Interim peace. Despite escalating rhetoric, the US and Iran made a last minute deal on Tuesday to deescalate #GlobalTension. For two weeks, the US and Israel has agreed to a ceasefire while Iran will allow ships through the Strait of Hormuz.
💸 Mixed inflation. Overall consumer #Inflation spiked +0.9% in March as energy and oil prices surge. However, core CPI remained moderate at +0.2%. Meanwhile, the Fed’s preferred gauge PCE continues to run hot up +0.4% in February.
📈 Rally continues. Markets cheered the deescalation in #GlobalTension with the US and Iran agreeing to a 2-week peace deal. However, deal complications and mixed #Inflation threaten it. Regardless, the S&P 500 ends up +3.6% for the week.
No Ursa account yet? Download Ursa here!
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.