Ursa - Part 5

Ursa Research

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?

Optimistic Flexibility

March 25, 2025March 26, 2025 Ryan JueMarket Musings, Research#tariffs

Are markets getting too optimistic for teased tariff “flexibility”?

Tariff Flexibility 🧘‍♀️

March 23, 2025March 23, 2025 Ryan JueResearch, Weekend Update#AI, #RateCuts, #tariffs

The White House teases tariff flexibility sending markets higher and breaking a three-week red streak.

Fed Still on Pause ⏸️

March 19, 2025March 19, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets rally on the Fed meeting; here’s our takeaways.

Consumer Conundrum

March 18, 2025March 18, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Inflation, #Recession, #tariffs

Markets bounced off correction territory from last week, but what now?

Whiskey vs. Wine ⚔️

March 16, 2025March 16, 2025 Ryan JueResearch, Weekend Update#Inflation, #tariffs

Another Friday relief rally off a 3rd consecutive red week driven lower by tariffs

Escalating Trade War

March 13, 2025March 14, 2025 Ryan JueMarket Musings, Research#Inflation, #Recession, #tariffs

Improving inflation optimism fades as the tariff trade war escalates

Recession Fears

March 11, 2025March 11, 2025 Ryan JueMarket Musings, Research#ConsumerConfidence, #Goldilocks, #Inflation, #LaborMarkets, #Recession, #tariffs

Recession fears spark a market plunge, but are we really headed for a recession?

Tariff Havok

March 9, 2025March 9, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #LaborMarkets, #tariffs

Tariffs wreck havoc on markets as wary investors grasp for hope

Trade War? ⚔️

March 6, 2025March 6, 2025 Ryan JueMarket Musings, Research#tariffs

Markets plummet on an emerging trade war