Weekend Update 11/29/2025
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets rip into December, but can #ConsumerConfidence keep up?
💸 Mixed data. It was a quiet week, but saw a few economic data releases. Markets latched on to the more moderate than expected September PPI #Inflation. However, September retail sales softened while November #ConsumerConfidence fell more than expected.
🏦 Rate expectations surge. The #RateCuts pessimism has faded as December cut expectations surge to 86% from under 40% last week. The new optimism was fueled by dovish Fed speakers as well as the resumption of economic data releases.
📈 Relief rally. Markets finish November on a 5-day green streak as investors leaned back into #RateCuts hopes. Markets built off last Friday’s relief rally and pushed higher finishing the week up +3.7%.
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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.