Overview
- President Donald Trump signed a stopgap funding bill through January 30, ending a 43‑day government shutdown and restoring federal operations.
- U.S. stocks reversed sharply on Thursday, with the Nasdaq down 2.29% and both the S&P 500 and Dow off 1.65% after the Dow’s record closes earlier in the week; the VIX jumped to around 20.
- The White House indicated October jobs and CPI data might not be published, creating a lasting information gap that unsettled investors and complicated the policy outlook.
- CME FedWatch put the probability of a December rate cut near 52% as investors rotated out of expensive tech; Nvidia fell about 3.6% and Disney dropped roughly 7.8%.
- Mexico’s S&P/BMV IPC and FTSE BIVA slid more than 1% from recent records on profit‑taking, and oil prices stayed pressured by oversupply concerns despite a modest rebound.