Weekend Update 9/17/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Post-Fed rally fades as investors reassess #RateCuts…
🏦 Powell pushback. Powell pushed back on the #RateCuts optimism warning that while #LaborMarkets are weaker, #Inflation is still a risk. He called the September cut: a “risk management” cut.
💪 Stronger macro data. Economic data was stronger this week with GDP revised higher, weekly jobless claims continue to fall, PCE inflation remains just moderate and #ConsumerConfidence sentiment potentially stabilizing. A stronger macro won’t fuel faster #RateCuts.
😕 Rate cut optimism fades. #RateCuts optimism faded after last week’s rally. 2026 expectations are sliding from the 4-5 expected post-Fed meeting. The S&P 500 ends slightly lower down -0.3% 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.