Core Insights - Investors are missing the second consecutive U.S. jobs report due to the government shutdown, indicating potential disruptions in economic data availability [1] - Despite the lack of formal job reports, there is scattered evidence suggesting that the economy is maintaining stability [1] Economic Indicators - The government shutdown is impacting the release of key economic indicators, particularly employment data [1] - There are indications that the economy is resilient, even in the absence of comprehensive job reports [1]

We can say a lot about what was not accomplished or what didn't happen. Yes, we don't have an international crisis this morning, but we don't have a lot of details either. How are you reading this meeting.Well, it's a little bit sense of back to the future. We you know, a lot of this conflict was stirred up by President Trump and attempts to gain some leverage. China showed a very strong weapon in its rare earths exports.And I think the US blinked. So I think that, you know, the former Treasury secretary, L ...

Interest Rate Impact - The Fed's interest rate decision's potential implications for investors are discussed [1] - The Fed's interest rate decision's potential implications for the U S economy are discussed [1] Expert Opinion - Claudia Sahm, chief economist at New Century Advisors, provides insights [1]

Core Insights - The U.S. economy experienced acceleration in October despite the ongoing government shutdown [1] - Businesses reported that high tariffs are negatively impacting exports and creating uncertainty for the upcoming year [1] Economic Performance - Economic activity in October showed signs of speeding up, indicating resilience in the U.S. economy during the government shutdown [1] Business Sentiment - Companies expressed concerns that elevated tariffs are harming export activities [1] - The uncertainty created by tariffs is leading to a pessimistic outlook for the upcoming year among businesses [1]

Peter Boockvar, CIO at One Point BFG Wealth Partners, says earnings will likely beat expectations, but tariffs, freight weakness, and uneven consumer spending reveal a split U.S. economy. ...

The U.S. economy is still stuck in its low hiring, low firing rut according to the Federal Reserve's anecdotal Beige Book report. https://t.co/O2mkRVLMtJ ...

Economic Outlook - U S economic growth may exceed expectations based on pre-shutdown data [1]

Core Viewpoint - The U.S. economy has not yet been significantly impacted by increased tariffs or reduced labor supply due to stricter immigration policies, but potential changes may occur in the future [1] Economic Impact - The current state of the U.S. economy remains resilient despite challenges posed by tariff increases and labor supply constraints [1] - Future implications of these economic factors could lead to changes in the overall economic landscape [1]

Core Functions of the Federal Reserve - The Federal Reserve System performs five key functions [1] - These functions serve all Americans [1] - The functions promote the health and stability of the U S economy and financial system [1] Financial System Stability - The Federal Reserve promotes financial system stability [1] - More information is available at the provided link [1]

Core Insights - CFOs have shown a significant increase in optimism regarding the U.S. economy, with 51% expressing confidence, up from 39% in the previous quarter [1][3]. Group 1: CFO Optimism Trends - The optimism level among CFOs had previously declined sharply this year, peaking at 68% in Q4 2024 before falling due to tariff announcements by the Trump Administration [3]. - Recent survey results indicate a recovery in confidence, with notable increases in various areas such as supply chain needs, cost control, and technology objectives [4][5]. Group 2: Confidence Metrics - 57% of CFOs reported confidence in meeting supply chain needs, a rise of 20 percentage points from Q2 [5]. - Confidence in cost control increased by 13 points to 50%, while confidence in achieving technology objectives rose by 14 points to 66% [5]. Group 3: Future Concerns - Despite the increase in optimism, 45% of CFOs foresee potential layoffs in the next six months, indicating ongoing concerns about economic turbulence [6]. - The survey also highlighted the impact of the One Big Beautiful Bill Act, with only 54% of CFOs confident that their tax function understands its benefits [7].