#tariffs | Ursa

Dot Plot Watch 🧐

September 15, 2025September 15, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

September #RateCuts looks locked-in, but investors want five more－will the Fed deliver? That’s the big question heading into Wednesday’s Fed meeting.

Inflation Checks the Box ✅

September 14, 2025September 14, 2025 Ryan JueResearch, Weekend Update#ConsumerConfidence, #Inflation, #RateCuts, #Stagflation, #tariffs

Markets cheer #Inflation, but Consumers aren’t buying it…

Inflation 👍, What’s Next?

September 11, 2025September 11, 2025 Ryan JueMarket Musings, Research#Inflation, #LaborMarkets, #RateCuts, #tariffs

#Inflation came in high, but tolerable… That’s good news for markets, but with #LaborMarkets jobless claims spiking is the #Tariffs soft landing really safe?

PPI In-Line, CPI Next

September 10, 2025September 10, 2025 Ryan JueMarket Musings, Ursa#Inflation, #Stagflation, #tariffs

Producer inflation came in mostly in line for August with Core PPI up 0.3% keeping pricing pressures elevated but stable. All eyes now turn to Thursday’s CPI report, which will set the tone for markets and the Fed’s upcoming rate decision.

Inflation Week 💸

September 8, 2025September 8, 2025 Ryan JueMarket Musings, Research#Inflation, #RateCuts, #Stagflation, #tariffs

After last week’s weak #LaborMarkets data, the spotlight now shifts to #Inflation－which will set the tone for the Fed’s big meeting next week.

August In-Review

September 2, 2025 Ryan JueMarket Musings, Research#AI, #Inflation, #LaborMarkets, #RateCuts, #tariffs

Markets were a rollercoaster in August starting with a #LaborMarkets collapse, but ends at new highs on #RateCuts optimism.

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.