In partnership with
Ola!
Curse and Coffee friends,
Today, we dive into the Fed data blackout.
Hit reply and let us know what you think (we read all of your kind words).
Coffee at the ready…
The Big Sip
Image: Fortune
The take: Missing October economic data creates bigger problems than the shutdown that caused it.
What happened: White House press secretary Karoline Leavitt stated on November 12 that the October inflation and jobs reports would "likely never" be released.
Why it matters: Fed rate decisions rely on economic data. Without October numbers, they're making trillion-dollar calls with incomplete information. Markets now price December cuts below 50% for the first time since September.
What to watch: The Fed meeting on 9-10 December, with the policy debate split between cutting rates without full data versus holding steady.
"Driving in the fog," Fed Chair Powell called it.
Sponsor Break
Before we slurp into today’s brew…
Here are some wordies from today’s sponsor.
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