Think deportations and construction labor force (not housing demand), and tariffs and construction costs.
The Trump Agenda and the Housing Stock
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Truflation’s “Strategic Adviser”: BLS should “…expand the use of public-private partnerships”
Longer quote from EJ Antoni in Townhall:
NBER BCDC Key Indicators – What Do We Know and What Do We Have Guesses For
Key indicators, and my guesses:
Coffee, as of September 2025 (since next reading will be November)
Average price per pound:
No October Employment Situation and CPI Releases (Ever?)
From Bloomberg:
The October jobs and consumer price index reports are unlikely to be released due to the government shutdown, White House Press Secretary Karoline Leavitt said Wednesday.
…
EJ Antoni on “Improving” Economic Statistics
Torsten Slok’s (Slightly Late) Halloween Entry
Nowcasting the Core Price Level
CPI and PCE, as of 11/11, from Cleveland Fed:
Guessing NFP Growth
Even with the government shutdown’s imminent end, it may be a while before we get official readings on employment, maybe never for October’s household series. Here’s what I’ve cobbled together, using ADP data, and guesses for government employment:
SNB-TCD Workshop: “Globalization and the economics of the external sector”
The Swiss National Bank and International Macro at University College Dublin, in cooperation with the Journal of International Money and Finance, are holding a workshop in Zurich on Thursday, 14 November 2025: