Weekend Update 8/16/2025

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


Markets rally on #Inflation shrugging off weak retail sales and #ConsumerConfidence…


️😅 July inflation. July #Inflation was better than expected with the CPI in-line with forecasts and the PPI coming in better. Overall, investors breathing a sigh of relief hoping the US can get by the US-Iran war without much increase.

🚫 Strait closed. Markets were hoping for another quick #GlobalTension resolution to the Strait of Hormuz. However, Iran seems to be digging their heels in. Crude oil has pulled back from its recent peak, but settling still up about 20% since June.

📈 Market rising. Markets continue to rise up +0.4% this week as moderating #Inflation keeps investors optimistic despite ongoing #GlobalTension uncertainty and weakening #ConsumerConfidence.


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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.