Weekend Update 3/30/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets reeling after higher #Inflation compounds the #Tariffs fear
🎢 Tariff rollercoaster. The week started out with high hopes for flexible, targeted #Tariffs. However, the optimism faded after the White House announced 25% #Tariffs on both cars and certain components like engines.
😳 Inflation surprise. Core PCE rose to +0.4% M/M in February accelerating from January and expectations. This was especially surprising given the CPI and PPI data earlier in the month indicated the opposite－that #Inflation was slowing.
😞 Weakening sentiment. Lost in the inflation freakout Friday, consumer sentiment in March continues to deteriorate. Markets were expecting #ConsumerConfidence to to flat-line after last month’s weakness－not fall further. The S&P 500 ends the week down -1.5%.
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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.