Research | Ursa

AI Slowing?

August 28, 2025August 28, 2025 Ryan JueMarket Musings, Research#AI

Nvidia crushed earnings again, so what does that mean for the rest of the #AI trade?

Inflation Fears

August 26, 2025August 26, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

#ConsumerConfidence is softening with #Inflation fears bubbling up again. It’s not panic mode yet, but the underlying mood feels a little more fragile than the headline number suggests.

AI Bubble Popping?

August 25, 2025August 25, 2025 Ryan JueMarket Musings, Research#AI

Is the #AI bubble popping? Nvidia’s earnings is the next test…

Powell Blinked

August 23, 2025August 24, 2025 Ryan JueMarket Musings, Research#GlobalTension, #LaborMarkets, #RateCuts

Powell blinks, but #RateCuts aren’t a done deal yet.

Rate Cut Chaos

August 20, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #Recession, #tariffs

Markets have been drifting lower as September #RateCuts optimism cools off. The odds for #RateCuts are still high, but definitely pulling back.

Consumer Anxiety

August 16, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #tariffs

#ConsumerConfidence slows down as #Inflation heats up…

Tariffs Inflation

August 14, 2025August 14, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts, #tariffs

July’s producer inflation just came in way hotter than expected. Core PPI rose 2.8% Y/Y and 0.6% M/M－that’s double what markets were looking for.

Inflation and Rate Cuts

August 12, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts, #tariffs

#Inflation is heating up again, but still unlikely to derail September #RateCuts.

Tariff Loophole

August 9, 2025 Ryan JueResearch, Weekend Update#RateCuts, #tariffs

Tariffs are here — but there may be a loophole!

More Tariffs?

August 6, 2025 Ryan JueMarket Musings, Research#AI, #tariffs

Could the new #Tariffs make electronics more expensive?

Category: Research