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.
…
CPI and PCE, as of 11/11, from Cleveland Fed:
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:
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:
I’m teaching a course entitled “The Financial System”, and as part of revising the course, I’m looking at trouble spots. Bill McBride at CR posted this interesting map:
Shutdown?Tariff legality? Travel disruptions? SNAP disruption? Collapsing sentiment? Political uncertainty?
In 2025, it depends. Particularly if you are a Republican/Lean Republic — then it’s almost zero…
Yesterday, University of Michigan Survey consumer sentiment surprised on the downside, (50.3 vs. 53.0 Bloomberg consensus) along multiple dimensions, including assessments of the current situation (52.3 vs. 59.2 consensus) and expectations regarding the future (49.0 vs. 50.3 consensus); and is deteriorating over time.
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