Core Insights - The federal government shutdown has ended, and statistical agencies are working to catch up on missed economic releases [1][4] - Delayed economic reports can complicate decisions for investors, businesses, and policymakers [3] Economic Data Release Schedule - Key reports that have been rescheduled include: - Q3 employment cost index on Dec. 10 (originally Oct. 31) - September U.S. trade deficit and wholesale inventories on Dec. 11 (originally Nov. 4) - November U.S. employment report on Dec. 16 (originally Nov. 7 and Dec. 5; October household survey canceled) - November Consumer Price Index (CPI) on Dec. 18 (originally Nov. 13 and Dec. 10) - Q3 Gross Domestic Product initial estimate on Dec. 23 (originally Oct. 30; subsequent estimate postponed) [5][6] Canceled and Unscheduled Reports - Several reports have been canceled or are yet to be rescheduled, including: - September housing starts and new home sales (originally scheduled for Oct. 17 and Oct. 24) - Advanced reports on trade deficit, wholesale inventories, and retail inventories for September, October, and November [6][7]

分组1 - The number of job openings in the U.S. remained unchanged at 7.7 million, exceeding the expected 7.2 million, indicating a stronger labor market than anticipated [2][3][23] - The job openings data is considered volatile and has not normalized since the COVID-19 pandemic, with some reports suggesting the existence of "phantom jobs" that companies do not intend to fill [3][4] - The U.S. leading index reported a decline of 0.3%, which did not significantly impact the employment outlook [3][4] 分组2 - The S&P 500 index rose by approximately 0.2% following the job openings report, reflecting a positive market reaction [4] - The Federal Reserve's upcoming meeting is expected to address the implications of the delayed economic data, with market participants anticipating at least three rate cuts [5][7] - The 10-year Treasury yield is currently around 4.2%, with potential to rise to 4.5%, indicating changing investor sentiment regarding inflation expectations [11][12] 分组3 - Home Depot shares experienced a rise after the company provided optimistic guidance regarding the labor and housing markets, despite initial market reactions to their updated guidance being negative [15][17] - For fiscal year 2025, Home Depot plans to open 12 new stores and anticipates total sales growth between 1.5% and 4.5%, with a more optimistic outlook for 2026 projecting growth of 5% to 6% [16][17] - The adjusted earnings per share guidance aligns with revenue growth expectations, suggesting an increase in foot traffic and larger ticket volumes in the event of a housing market rebound [18]

Let's get some jolts in conference board with Rick Santelli. Hey, Rick. >> Good morning, Carl.Yes, job opening labor turnover jolts. This is a June number. Expecting the number around 7.5% million.Comes in a bit light. 7,437,000. That would be the lowest level of just since April uh of this year when it was just a whisker under 7.4% million.What's notable here is last month's 7,769 moves up a bit, which not only continues to make it the best number of the year, but it's the best number going back to Novembe ...