Overview
- Senate passage of a bipartisan stopgap sets the stage for House approval that would reopen agencies and lift the federal data blackout.
- The Bureau of Labor Statistics is expected to release the already collected September employment report quickly once operations resume, with other delayed releases likely taking one to two weeks.
- White House officials Karoline Leavitt and Kevin Hassett said October CPI and portions of the jobs report may never be published because key surveys were not conducted during the shutdown.
- Analysts urge BLS to focus first on November employment and inflation reports, noting that October data could be skipped, reconstructed from recalls, or judgmentally estimated.
- Private indicators are filling the gap, with Goldman Sachs estimating a 50,000 decline in October payrolls and ADP reporting 42,000 private-sector jobs added.