Ursa - Part 2

Ursa Research

Fretting About the Fed

May 5, 2025May 6, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets finally snap its 9-day green streak, but what are investors worrying about?

Thawing Tension

May 3, 2025May 3, 2025 Ryan JueResearch, Weekend Update#AI, #LaborMarkets, #Recession, #tariffs

Thawing #ChinaTension and strong #LaborMarkets keep historic market rally going

Recession Proof AI?

May 1, 2025May 1, 2025 Ryan JueMarket Musings, Research#AI, #BigTech, #ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

Investors may be starting to worry about a #Recession, but for #AI… what recession?

April In-Review

April 30, 2025April 30, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #LaborMarkets, #Recession, #tariffs

The S&P 500 ends April down less than -1% as markets almost fully recover from the #Tariffs correction.

China Deal Optimism 🤞

April 26, 2025April 26, 2025 Ryan JueMarket Musings, Research#tariffs

Markets surge on China #Tariffs optimism and just leaving Powell alone

Forecast Sandbagging? 🤔

April 24, 2025April 24, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #tariffs

Markets continue to rally on #Tariffs deal optimism yet companies are slashing outlooks on slowing #ConsumerConfidence.

China Deescalation

April 22, 2025April 22, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets sharply rallied Tuesday on optimism for deescalation of the #Tariffs trade war with China.

Reality Check 🤔

April 20, 2025April 20, 2025 Ryan JueResearch, Weekend Update#AI, #Inflation, #RateCuts, #tariffs

Markets finish the week lower after Powell’s #Tariffs reality check

Wait and See Mode 🗓️

April 16, 2025April 16, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #Recession, #tariffs

Markets tumble after Powell warns of rising #Inflation and weaken #LaborMarkets

Electronics Exemption 📱

April 14, 2025April 14, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #tariffs

Markets rally as the White House appears to soften #Tariffs on electronics and cars