On November 12, a small tranche of emails from the Epstein estate were released. Interest in Jeffrey Epstein as measured by Google Trends spiked.
How Would One Detect Wag the Dog?
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The Trump Agenda and the Housing Stock
Think deportations and construction labor force (not housing demand), and tariffs and construction costs.
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: