Markets Eye Delayed US Jobs and Inflation Reports Set for Next Week

Image sourced from economictimes.indiatimes.com

The Facts

The Economic Times reports investors await the US November jobs report on Tuesday and December CPI on Thursday, delayed by a 43-day federal government shutdown. Reuters poll sees payrolls up 35,000. The Fed cut rates a quarter point Wednesday—its third straight—but signaled no near-term drops without clearer data. Read more.

Investopedia notes Friday comments from Fed presidents Hammack, Goolsbee, and Paulson showed splits: Hammack wants rates higher longer, Goolsbee dissented on the cut seeking more data, Paulson eyes labor risks. Full coverage.

RBC Economics forecasts 90,000 monthly payrolls for October/November, unemployment steady at 4.4%, core CPI at 3%. Details here.

Reuters covers market directions post-shutdown here. RBC on year-end data dump here. MarketScreener on rescheduled reports here.

Editorial Perspective

This lines up with Kevin O’Leary’s take on cash flow, interest rates, and macro stuff like consumer demand and credit costs. Delayed data cranks up uncertainty on valuations and funding—huge for any pitch. Fed splits match O’Leary’s rate discipline: weak jobs might spark recession chatter, flipping Shark focus from growth to survival.

What This Means

Entrepreneurs deal with borrowing costs up in the air—strong jobs might halt rate cuts and squeeze cash-poor startups; weak data could lower rates but fire up recession fears, slamming valuations. Consumers eye job security and prices: steady inflation keeps grocery bills high, labor shifts hit wages and spending power through holidays and into 2026.