Weekend Update 7/12/2026
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets shrug off #GlobalTension, oil and gas this week; #Inflation is next…
🤷♂️ Ceasefire over? #GlobalTension reescalating as the US and Iran trade strikes and the White House declaring the ceasefire is over. However, Wall Street is still largely ignoring the rhetoric as the oil and gas declines bounce, but still barely higher than the recent trough.
️🎲 Risk on? Markets optimism is returning as the investors rotate back into growth names. #RiskOn Growth rose 2% this week while #Flight2Safety Value was flat.
😅 Ignoring headwinds. Markets end the week with the S&P 500 rallying over +1%. Investors largely ignored the reescalating #GlobalTension and rotated strongly towards riskier assets including the #AI trade.
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.