Key Highlights With the Federal government shutdown into its sixth week, new labor market data wasn’t available last week. However, we did receive initial data on consumer sentiment in November as well as preliminary data on October new- and used-vehicle sales. New-Vehicle Sales Slowed in October With Lower Incentives Official new-vehicle sales numbers are reported by … Continued

Key Highlights The Federal government shutdown is now into week five, and routine reports and data have not been released, including updates on GDP, jobless claims, or personal income and spending. However, we did receive data on pending home sales and consumer confidence.   Pending Home Sales: Unchanged In September  Pending home sales were unchanged in … Continued

Key Highlights Inflation: Decelerating in September Existing Home Sales: Best Month Since February Consumer Sentiment: Down Again in October Bottom Line Inflation cooled in September, with both headline and core CPI showing slower growth than expected. This deceleration is a welcome sign, especially as we continue to monitor the evolving impact of tariffs. Categories like … Continued

Key Highlights Federal Government Shutdown: Data Delays, But No Major Trend Changes The Federal government shutdown is entering its third week, delaying updates on crucial economic indicators such as the consumer price index, new construction permits and starts, retail sales, and jobless claims. However, alternative data sources indicate that economic trends have remained stable through … Continued