A delayed jobs report and fresh inflation data will dominate markets this week

Core Viewpoint - Markets are anticipating significant updates this week that could influence stock trajectories through year-end and into 2026, particularly focusing on November jobs and inflation data [1]. Economic Data Summary - Major U.S. indexes experienced volatility at the start of the week, initially gaining before losing some momentum [2]. - The job market remains a central focus for the Federal Reserve, which recently cut rates by 25 basis points and is prioritizing labor market support over inflation control [3]. - The upcoming jobs report is particularly significant due to a delay caused by the government shutdown, with expectations of 50,000 payroll additions for November [7]. - Analysts suggest a "bad is good regime," where weaker jobs data could lead to bullish stock market reactions as it may prompt further monetary policy easing [4]. - The inflation report scheduled for Thursday is also critical, with expectations of 3.1% year-over-year growth in headline inflation and 3.0% growth in core inflation [7]. - A series of Federal Reserve speakers this week may further shape market expectations regarding interest rates for 2026 [6].