Weekend Update 9/27/2026
Weekend Update recaps market highlights and major news from Ursa’s portfolio. Not on Ursa yet? Download Ursa from the App Store!
Markets rally banking on hopes for an imminent #GlobalTensions peace deal…
🛢️ Crude oil tumbles. Crude oil futures fell -8% last week as speculation ramped up for an accelerated #GlobalTension peace deal. Iran offered a 7-day reopening of the Strait of Hormuz with the US allegedly engaging in the negotiations.
💸 Rising yields. 10-year treasury yields continued to rise spiking another 18 bps (+4%) last week. Despite the deescalating #GlobalTension chatter, bond markets not buying it and continues to increase the risk premium for the current US macro outlook expecting more #RateHikes.
😅 Market rally. The S&P 500 rallied +1.2% for the week as the #GlobalTension peace deal optimism outweighed the growing bond market #RateHikes fears. Overall markets continue to remain very optimistic with a FOMO attitude towards any Middle East resolution…
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