Weekend Update 9/14/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets cheer #Inflation, but Consumers aren’t buying it…
✅ Producer inflation check. Core PPI came in up +0.3% M/M right in line with forecasts. Markets rallied as inflation showed #Inflation pricing pressure still high, but not accelerating from #Tariffs.
✅ Consumer inflation check. Core CPI was up +0.3% M/M－also in-line with expectations. While the goal posts moved, the “#Tariffs” soft landing is still intact and fueled optimism for the Fed #RateCuts next week. This is opposed to #Stagflation fears if it was a higher number.
👀 Consumer sentiment weak. The week ended on a little bit of a sour note with preliminary #ConsumerConfidence sentiment sliding -5% so far in September. Regardless, the S&P 500 adds another 1.6% for the week.
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