BAF NEWS

October 2025 CPI report canceled: shutdown halted data collection

October 2025 CPI report canceled because BLS could not collect October reference‑period survey data during the shutdown. The agency also says it cannot retroactively collect those data. In short, bls cancels october cpi and will move forward with a modified calendar.

Here’s the twist, “BLS could not collect October 2025 reference period survey data due to a lapse in appropriations,” and it is “unable to retroactively collect these data,” according to available reports. Data collection typically relies on in‑person visits to retailers and phone calls, which were paused, that helps explain why bls cancels october cpi.

Timeline: October cancellations and December release dates

• October CPI, canceled. Therefore, real earnings october 2025 canceled as well, since Real Earnings depends on CPI.
• November CPI, the November 2025 CPI release date is December 18, 2025. The same day, November Real Earnings will publish.
• October Employment Situation, canceled. October establishment payroll data will be included with November’s report, but the October 2025 unemployment rate not published.
• November jobs report, still expected mid‑December, according to available reports, December 16, 2025 is the target.

You might be surprised that some October values may still appear. Where feasible, BLS will include cpi nonsurvey data october 2025 alongside November.

How the October 2025 CPI cancellation affects November data

The November 2025 CPI release date comes with a caveat. The news release will omit 1‑month percent changes for November where October data are missing. As a result, month‑to‑month signals could look patchy.

What no one is mentioning, this gap matters for models that depend on seamless MoM series. However, BLS indicates it will publish October values for a few indexes that use nonsurvey sources, softening the break.

What BLS can still publish: CPI nonsurvey data (October)

For indexes built from administrative or other nonsurvey feeds, BLS aims to publish cpi nonsurvey data october 2025 together with November. Consequently, analysts will get at least partial continuity where cpi nonsurvey data october 2025 exist and can be recovered.

Jobs data impacts: no October unemployment rate

The October household survey could not be conducted and cannot be done retroactively. Therefore, the October 2025 unemployment rate not published. Meanwhile, October establishment data will be folded into November, preserving payroll levels but not the standalone rate.

What’s next: November CPI and Real Earnings on Dec. 18

Mark your calendar, the November 2025 CPI release date is December 18, and Real Earnings arrives the same day. Expect missing 1‑month changes where October is absent, plus some October values where nonsurvey sources allow. And yes, real earnings october 2025 canceled remains final.

Here’s the twist, investors lose a datapoint, but trend analysis survives with caveats. Markets and policymakers will parse November carefully because October 2025 CPI report canceled created a one‑month blind spot.