Weekend Update 7/19/2026

Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!


#Inflation improves, but markets reverse as US-Iran reescalatesโ€ฆ


๏ธ๐Ÿฅถ Inflation chills. June #Inflation surprised to the downside as CPI deinflated more than expected and PPI pulled back as well. The question now though is whether #Inflation is back on track or just a lull in the war?

โš”๏ธ Tension reescalating. Markets have been slowly watching the ceasefire deal unravel. However, #GlobalTension is back on high alert now as the US and Iran have ramped up attacks. Oil spiked this week up 16% while gas rebounded as well up 3%.

๐Ÿ“‰ War slide. Markets end the week with the S&P 500 down -1.6%. Investors rallied a bit early week on the better than expected June #Inflation data, but ultimately fell as reescalating #GlobalTension threaten to reverse the improvements.


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