Weekend Update 10/26/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
#Inflation cools, stocks surge…
💸 Inflation optimism. Both overall and core CPI came in lower than expected in September. It was the first government data we’ve received all month and it didn’t disappoint. While it continues to weigh on companies, consumer #Inflation still remains more muted.
🧐 Sentiment falls. #ConsumerConfidence took a dip in the latter half of October. While essentially flat at the mid-month check, consumer sentiment fell to 53.6 from 55.0 mid-month. #Inflation expectations continue to creep up despite the more muted CPI report.
🏦 Rate Cut Lock? Markets surged after the better than expected CPI #Inflation report. Investors saw the lower #Inflation data as signal that #RateCuts are likely a lock for next week’s Fed meeting. The S&P 500 ends up 1.9% for the week to a new all-time high.
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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.