Next Week’s Menu: November 15 – 21, 2025 November 14, 2025 Central Banks: Monetary policy stances will be reviewed in Jamaica, South Africa, China, Hungary, Indonesia and Iceland. Minutes from the October FOMC meeting will be published, and Williams, Logan, Goolsbee, Kashkari are among the Federal Reserve officials whose public remarks may create headlines. Mann,…
Widely Shared Big Losses November 14, 2025 Yesterday’s stock market sell-off has extended into Friday. One catalyst was the Trump administration’s suggestion that some key data points not collected during the federal shutdown may never be known. This surprise dropped on an investment community already showing rising concern that equity values, especially among in the…
Read It Once, and It’s Memorized November 13, 2025 As a slogan designed to resonate with frustrated residents in the United States, MAGA is an amazingly effective political hook. Just four words long — Make America Great Again — captures the American Dream of betterment, with each generation pushing closer to fulfilling the unalienable rights…
First Day After Shutdown Ends Sees a Softer Dollar and Fresh Uncertainties November 13, 2025 America’s longest federal government shutdown, 43 days in duration, ended last night, only to leave fresh uncertainties in its wake such as the times when many delayed U.S. data reports get released, what such will show, what now happens to…
Dollar and Bond Yields Mixed Equities Mostly Gain November 12, 2025 The U.S. stock market weathered the record long federal shutdown with surprising resilience and is now rising as the shutdown’s end approaches. The House of Representatives is expected to approve the funding extension today, after which the bill will go to the president to…
Various Data Results and Another Step Closer to Ending the U.S. Federal Government Shutdown November 11, 2025 Today’s 107th anniversary of the Armistice that ended the First World War is being observed in the United States as Veteran’s Day and in France as Remembrance Day. Banks there will be closed, but stock markets are open….
A Breakthrough in U.S. Govt Shutdown & Weak Data Spur Hopes of Fed Interest Rate Cut Next Month November 10, 2025 (166) Two pieces of concerning U.S. economic data emerged Friday: 1) Challenger’s monthly layoff estimate flagged the most October layoffs since 2003 and 2) the preliminary U. Michigan index of U.S. consumer confidence fell…
Next Week’s Menu: November 8 – 14, 2025 November 7, 2025 Central Banks: Romanian interest rate policy will be reviewed. Several Fed officials have public speaking engagements including Paulson, Bostic, Schmid, Musalem, Hammack and Williams. Swiss National Bank Sleijpend and Greene and Lombardelli of the Bank of England speak, too. Holidays and Events: Remembrance Day…
Another Mexican Central Bank Interest Rate Cut November 7, 2025 In Mexico where inflation of 3.8% is within the 2-4% target window and real GDP has lately contracted, the Bank of Mexico late yesterday implemented another basis point cut. The 25-basis point move was the twelfth since March 2024, joining 7 other cuts of that…
Confusion Caused by U.S. Federal Shutdown Intensifies in Two Directions November 7, 2025 Every day now brings a new record duration in the current U.S. federal government shutdown. Neither political side of the stalemate has found an advantageous way to compromise without appearing to lose. The pain level took a big step upward yesterday when…