Ursa - Part 2

Ursa Research

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

Trade War Paused? 🤞

April 12, 2025April 12, 2025 Ryan JueResearch, Weekend Update#tariffs

China matched the tariff increase, but US pauses on retaliation sparking renewed market optimism.

Reciprocal Tariff Delay 😅

April 9, 2025April 9, 2025 Ryan JueMarket Musings, Research#Inflation, #tariffs

Markets surge on reciprocal tariff delay, but China trade war escalates.

Massive Tariffs 😩

April 6, 2025April 6, 2025 Ryan JueResearch, Weekend Update#tariffs

Market bloodbath after massive #Tariffs imposed

Trump Tariffs 🌍

April 2, 2025April 2, 2025 Ryan JueMarket Musings, Research#Recession, #tariffs

The White House just announced a massive slate of #Tariffs on essentially every country.

Q1 In-Review

March 31, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #tariffs

March tumbles as escalating #Tariffs concerns wipe out YTD gains with Q1 ending down almost -5%

Tariffs, Inflation & Consumer, Oh My!

March 30, 2025March 30, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #tariffs

Markets reeling after higher #Inflation compounds the #Tariffs fear

Auto Tariffs 🚙

March 27, 2025March 27, 2025 Ryan JueMarket Musings, Research#tariffs

Are harsh auto #Tariffs a preview of the “targeted” announcements coming next week?