Weekend Update 2/22/2026
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
#Tariffs canceled, sticky #Inflation, rate hike chatter & slowing GDP…
🧐 Rate Hikes? The Fed meeting minutes revealed that a contingent of Fed officials support rate hikes if #Inflation remains sticky. Markets would tolerate pausing #RateCuts, but didn’t want to hear rate hikes are potentially on the table.
💸 Higher inflation. Core PCE #Inflation rose 0.4% M/M in December accelerating from 0.2% in November and above expectations for 0.3%. The December data for the Fed’s preferred metric is showing less #Inflation progress than the moderating CPI.
⛔️ Tariffs canceled. The Supreme Court struck down the White House’s broad #Tariffs. It both eased some economic impact concerns, but also injected near-term uncertainty as the White House looks to reimplement them. However, ultimately, the S&P 500 ends up +1.1% for the week.
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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.