Flying Blind: Searching For Signals In A Data-Scarce Economy

2025-11-13 02:00:00 ET

By Seema Shah, Chief Global Strategist

Lacking fresh economic data, markets have become increasingly jittery in recent weeks. With reliable reports (namely, the U.S. Bureau of Labor Statistics’ Consumer Price Index and Employment Situation) delayed or incomplete, investors have been reacting sharply to any stray headlines that surface. Now, as the government shutdown ends, each long-awaited data release or policy announcement will have the potential to move markets dramatically....

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