Another week has passed and the government shutdown continues. This has resulted in a very quiet flow of economic data as many of the key reports (such as the jobs report, CPI, and PPI) are calculated by government agencies that are currently furloughed. Markets seems to have shrugged off this information vacuum – at least […]

At the risk of repeating myself, 2025 has been quite the interesting year. Just when you think we’ve seen the last of the unexpected events, something else comes our way. It seems to the be the year of “stay tuned!” This week, we had two rather unexpected occurrences – the end of Q3 (not unusual […]