Weekend Update 6/14/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Inflation sets up a Fed clash next week…
💸 Rising inflation. May Core CPI showed consumer #Inflation slowing outside of energy up just 0.2% M/M while Core PPI has producer costs surging up 0.8%. Will it be deja vu like #Tariffs? Will the high oil #Inflation be short-term enough that retailers just absorb it?
🕊️ Still waiting for peace. Middle East #GlobalTension reescalated Wednesday as the US and Iran traded strikes. However, attacks were halted Thursday with more negotiation promises. Oil futures dropped another -7% this week while gas continues to drift lower as well.
📈 Melting higher. More weekday #GlobalTension aggression followed by more weekend peace promises overshadowed rising #Inflation pressures. The S&P 500 ends up rebounding +0.7% for the week as market optimism returns.
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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.