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Author Jason Haley

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The longest government shutdown in US history ended last night when President Trump signed the short-term funding bill passed by Congress.

The legislation keeps the government open at least until January 30, but the battle over healthcare subsidies still looms. The other big question for markets and Fed policymakers alike is when and if delayed government economic data will be released. The White House press secretary said late yesterday that October CPI and jobs data “are likely never to be released,” but everyone is waiting on final confirmation from the agencies themselves (BLS, BEA, etc.). Treasury yields are up 2-3 basis points to start the day, and US equity futures are modestly lower ahead of the open.

Jason Haley
Chief Investment Officer

DateEventSurveyActualPrior
11/13/2025List of US Economic Indicators Delayed by Government Shutdown   
11/13/2025Jobless Claims Report Delayed by Government Shutdown   
11/13/2025CPI Report Delayed by Government Shutdown   
11/13/2025Real Avg Earnings Report Delayed by Government Shutdown   
11/13/2025Federal Budget Balance-$238.6b     —-$257.5b
11/14/2025Retail Sales Advance MoM-0.20%     —     —
11/14/2025Retail Sales Ex Auto MoM0.30%     —     —
11/14/2025Retail Sales Ex Auto and Gas0.40%     —     —
11/14/2025Retail Sales Control Group0.30%     —     —
11/14/2025PPI Final Demand MoM0.20%     —     —
11/14/2025PPI Ex Food and Energy MoM0.30%     —     —
11/14/2025PPI Ex Food, Energy, Trade MoM     —     —     —
11/14/2025PPI Final Demand YoY2.50%     —     —
11/14/2025PPI Ex Food and Energy YoY2.60%     —     —
11/14/2025PPI Ex Food, Energy, Trade YoY     —     —     —
11/14/2025Business Inventories0.20%     —     —
11/17/2025Empire Manufacturing7.6     —10.7
11/18/2025ADP Weekly Employment Preliminary Estimate   
11/18/2025Import Price Index MoM     —     —     —
11/18/2025Import Price Index ex Petroleum MoM     —     —     —
11/18/2025Import Price Index YoY     —     —     —
11/18/2025Export Price Index MoM     —     —     —
11/18/2025Export Price Index YoY     —     —     —
11/18/2025New York Fed Services Business Activity     —     —-23.6
11/18/2025Industrial Production MoM0.00%     —     —
11/18/2025Manufacturing (SIC) Production0.10%     —     —
11/18/2025Capacity Utilization77.30%     —     —
11/18/2025NAHB Housing Market Index     —     —37
11/18/2025Total Net TIC Flows     —     —     —
11/18/2025Net Long-term TIC Flows     —     —     —
11/19/2025MBA Mortgage Applications     —     —0.60%
11/19/2025Housing Starts     —     —1307k
11/19/2025Building Permits     —     —     —
11/19/2025Housing Starts MoM     —     —     —
11/19/2025Building Permits MoM     —     —     —
11/19/2025FOMC Meeting Minutes     —     —     —
11/20/2025Initial Jobless Claims     —     —     —
11/20/2025Initial Claims 4-Wk Moving Avg     —     —     —
11/20/2025Continuing Claims     —     —     —
11/20/2025Philadelphia Fed Business Outlook2     —-12.8
11/20/2025Leading Index-0.30%     —     —
11/20/2025Existing Home Sales4.08m     —4.06m
11/20/2025Existing Home Sales MoM0.40%     —1.50%
11/20/2025Kansas City Fed Manf. Activity     —     —6

Jason Haley

Chief Investment Officer

LinkedIn

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