Markets ▾
Subscribe

BAF NEWS

BAF NEWS

U.S.

Latest

2025 Black Friday shopping forecast: Record crowds, $1T season in sight

The 2025 Black Friday shopping forecast anticipates resilient consumer demand, with retailers aiming for the first $1 trillion holiday season and November–December sales projected to rise 3.7%–4.2%. The article examines shopper behavior, payment trends, and risks like inflation, providing insights for investors and retailers on what to expect this season.
  • No Comments
Collins leans against December 2025 rate cut as data gaps keep Fed cautious
Collins leans against December 2025 rate cut, emphasizing a cautious approach as inflation remains elevated and recent data gaps add uncertainty. Boston Fed President Susan Collins views current policy as mildly restrictive and appropriate, preferring to wait for more data before the December FOMC meeting unless labor market conditions worsen.
October 2025 CPI report canceled: BLS scrubs October data; November release set for Dec. 18
The October 2025 CPI report canceled due to a government shutdown, as the BLS could not collect necessary survey data and cannot recover it retroactively. This results in missing October inflation and jobs data, affecting month-to-month analysis and leaving a gap in economic indicators until November data is released.
November 2025 US consumer sentiment falls to 51 near record lows
November 2025 US consumer sentiment dropped to 51, near record lows, reflecting ongoing concerns about high prices and weakening incomes. The University of Michigan index highlights deteriorating personal finances and poor buying conditions, with inflation expectations easing only slightly. Black Friday consumer spending will be closely watched for signs of resilience.
November 2025 US PMI jumps to 54.8 as services surge and data drought lingers
November 2025 US PMI rose to 54.8, its fastest pace since July, signaling continued private-sector expansion despite mixed signals beneath the headline. The article analyzes how November 2025 US PMI reflects diverging trends in services and manufacturing, ongoing data disruptions from the government shutdown, and the outlook for growth and policy.
September 2025 jobs report delayed after 43‑day shutdown: what changed and what’s next
The September 2025 jobs report delayed by a 43-day government shutdown shifted the BLS release schedule, canceling October's report and moving September's data to November 20. This disruption widened the lag between labor data and policy decisions, with modest job gains and a higher unemployment rate highlighting a slower trend. The delay complicates Federal Reserve decision-making and increases market sensitivity to upcoming releases.
Fed’s October Cut Sets a Cautious Path to December
The Fed cut rates by 25 basis points in October but signaled caution amid patchy economic data and internal divisions. With a government shutdown delaying key reports, policymakers remain split on further easing, making a December rate cut uncertain and highly data-dependent.

Trending in U.S.

Stay in the loop