Weekend Update 5/23/2026
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets rally ignoring rising #Inflation risks…
💸 Rate hikes? #Inflation is rising. Stocks have largely been looking the other way, but debt isn’t with yields also rising. #RateHikes expectations for this year have risen to over 60%－a massive reversal from 2-3 expected #RateCuts at the beginning of the year.
🤖 AI demand continues. Nvidia posted another blowout earnings beat and raise as #AI demand continues to surge. However, the next phase remains murky with hyperscaler spending questions and China pushing in-country development.
🌮 Never-ending taco. The S&P 500 ends the week up almost +1% as investors continue to hope for a US-Iran peace deal. The #Inflation narrative is also getting ignored, but new #RateHikes expectations may be harder and harder to ignore…
No Ursa account yet? Download Ursa here!
As of the publish date, Ursa portfolios may own NVDA. These securities may cease to be portfolio holdings at some point in the future. Any mention of these securities is for purely informational purposes only and NOT investment advice.
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.