Overview
- President Donald Trump ended the 43-day government shutdown with a late-night Oval Office signing, allowing agencies to resume operations and restart economic data collection.
- The White House said October employment and Consumer Price Index reports might never be published, leaving permanent gaps in the official record.
- Stocks rallied on reopening relief with the Dow closing at a record, though tech and AI names lagged as investors rotated toward cyclicals and defensives.
- Markets are watching the staggered release of delayed indicators, likely starting with the September jobs report, after private data from ADP and Indeed signaled labor-market softening and traders trimmed odds of a December rate cut to about 55%.
- Currency watchers flagged the yen’s slide near 155 per dollar and fresh official warnings, while corporate updates such as Cisco’s raised outlook and Nvidia’s upcoming results added near-term tests for tech sentiment.