Shutdown Ends, Markets Awaken: The Dual Catalyst Ahead
Markets surged with relief as the US government reopened, setting the stage for a data-heavy week that could reshape the macroeconomic landscape. Key releases—October inflation, jobless claims, retail sales, and producer prices—are poised to deliver critical insights, though delays in agency operations may leave traders navigating partial visibility.
Corporate earnings from Cisco, Applied Materials, and Walt Disney, alongside a Supreme Court ruling on Trump’s tariff powers, add layers of volatility. This convergence of events may mark a pivotal turn in both policy and market sentiment.