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Fed in the Fog: Inflation Data Drought Impacts Rate Decisions Amid Government Shutdown

Fed Lacks Key Inflation Data Ahead of December Rate Decision as BLS Cancels October CPI Release

Washington, D.C., November 21, 2025 — The U.S. Federal Reserve finds itself without needed inflation data as it nears its December 10 interest rate decision. The Bureau of Labor Statistics (BLS) canceled the October Consumer Price Index (CPI) report, leaving the Fed with a gap in its price measure.

The October CPI report was set for release on November 7. A government shutdown stopped the BLS from collecting key survey data. This loss means the Fed does not have a strong measure of inflation while it sets monetary policy.

Why Was the October CPI Canceled?

The BLS explained on its website that the shutdown made data collection in person and via phone impossible for October. The agency relies on these methods to track price changes. Some information comes from online sources and household surveys, but without close, in-person data the report would be incomplete. This is why the BLS chose to cancel the report instead of providing a partial one.

Impact On Upcoming CPI and Inflation Measures

Missing October data affects the November CPI report. The report is now delayed until December 18—one week after the Fed meets on December 10. This delay makes it harder for the Fed to see the latest price trends when it makes a decision.

The Commerce Department’s Bureau of Economic Analysis (BEA) also has a change. The Personal Consumption Expenditures (PCE) price index—the Fed’s favored gauge—will not be released on November 26. No new release date is given for this key measure.

Fed Officials Concerned About “Data Fog”

Fed policymakers share worry over the missing data. After a late October meeting, which led to a 0.25% rate cut, the minutes showed concern over making choices with incomplete data.

At that meeting, Fed Chair Jerome Powell said, “What do you do if you’re driving in the fog? You slow down. … There’s a chance that it would make sense to be more cautious about moving." Powell stressed that the data gap is temporary and promised that the Fed would study all available numbers.

Some Fed officials keep a hopeful view:

  • New York Fed President John Williams shared on Friday that the bank might still act, hinting that more rate cuts could come soon.
  • Meanwhile, Fed Governor Christopher Waller said that even with the missing data, the bank has enough to guide its choices.

What This Means for Markets and Monetary Policy

Missing timely inflation data adds uncertainty as the Fed meets on December 10. The market usually looks to inflation data and Fed signals as a pair. Without fresh numbers, investors and decision makers may choose a slower pace.

The Fed now must balance worries over rising prices and steady growth with fewer numbers at hand. This gap raises the importance of upcoming data and new Fed updates.

For more detailed coverage and expert analysis on the Fed’s monetary policy and inflation trends, subscribe to CNBC PRO and join the Investing Club.

Summary of Key Points:

  • The BLS canceled the October CPI release due to the shutdown stopping key data collection.
  • November CPI data is now set for December 18, after the Fed’s December 10 rate decision.
  • The PCE price index release is delayed without a new date.
  • Fed leaders worry about a “data fog” that makes policy decisions harder.
  • Fed officials have mixed views on how much the missing data will affect their actions.
  • Market watchers wait for updated inflation numbers after the Fed meeting.

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The Impact of Delayed US Jobs Data on Economic Policymaking: A Growing Challenge for Market Stability

Delays in US Jobs Data Weaken the Quality of US Policymaking

By Dennis Shen, Published November 21, 2025

The October report was canceled. The Bureau of Labor Statistics did not drop separate payroll numbers. They merged some figures into November’s report. This cancellation happens for the first time. A long government shutdown and deep political splits pushed this decision.

Impact of Data Delays on Economic Transparency and Market Stability

The missing report hides the real state of the market. Market players need clear data to know the economy now. Uncertainty grows as news of the October inflation report stays silent. The gap in data makes risk hard to judge at a sensitive point. Reliable numbers help keep markets calm and guide sound monetary and fiscal steps.

Consequences for Policymakers and the Federal Reserve

The November employment report comes on December 16. That is after the Federal Reserve’s rate pick on December 10. This delay stops the Fed from using the freshest job numbers. In its place, policymakers must use state data and private studies. Such numbers do not show the full picture of the economy.

Insights from the Belated September Jobs Report

The September report, shared late on November 20, shows the job market before the shutdown. Employers added 119,000 jobs that month. This number beat forecasts and followed a loss of 4,000 jobs in August. The labor force still grew despite worries over fewer workers. New jobless claims dropped to 220,000, matching their lowest level since September. The unemployment rate edged up to 4.4% from 4.3%. Payroll counts for July and August were lowered by 33,000 jobs in total. Claims for unemployment benefits rose again in early November. Overall, the data point to a stronger job market than first thought, even if these numbers are already old.

Looking Ahead

The Federal Reserve now faces a tough choice without fresh November data before its December 10 meeting. It must draw much from side sources and careful judgment. Swift and solid job numbers keep markets smooth. The recent delays push policymakers into a hard spot in one of the world’s most-watched economies.

About the Author:
Dennis Y. Shen is the Chair of the Macroeconomic Council and Lead Global Economist at Scope Ratings. Based in Berlin, Germany, he runs credit checks across many sectors, such as sovereign, public agency, financial groups, companies, and structured finance.

For more insights and the latest economic events, visit the economic calendar.

Disclaimer: This article is for informational purposes only and does not serve as financial advice. Please talk with professional advisors before making any financial decisions.

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Inside Fairfax Financial’s High-Stakes Bet: The Bigger ‘Big Short’ That Paid Off

Inside Fairfax Financial’s Even Bigger ‘Big Short’: How Prem Watsa’s Team Anticipated the Financial Crisis and Netted Billions

By David Thomas, Special to Financial Post
Published November 21, 2025

In early 2007, Fairfax Financial took a crucial step. CEO Prem Watsa led the company. He gathered a small, expert committee around one table. They met to review the best investment ideas. Watsa asked, “What’s the best idea we’ve got?”

Brian Bradstreet, Fairfax’s bond expert, showed doubt. He knew the company held a risky bet. They were shorting the growing mortgage securities bubble. This move cost nearly $250 million on paper. Still, the trade acted as an insurance policy for Fairfax’s capital. It promised a large gain if the market fell as predicted.

Brian’s worry was clear. Many companies would cancel a trade like this after such losses. Yet Fairfax had a history of early, contrarian moves. Their approach favored discipline and patience.

A History of Contrarian Calls

Fairfax has a long record of bold bets. In the 1980s, they left Japan’s inflated stock market before the crash. They missed some gains when the market soared but avoided deeper trouble. In the late 1990s and early 2000s, the firm lost money by betting against tech stocks. When the bubble burst later, Fairfax earned large rewards. This pattern of pain for future gain was repeating as the financial crisis neared.

The Psychological Toll of Waiting

Investing in a bubble is hard. First, you spot a problem. Next, you place a bet. Then, you wait. Fairfax watched its position shrink as losses grew each quarter. Doubts crept in. They wondered, “How long should we hold on?” and “When should we give up?”

Even famous investors have struggled. Julian Robertson closed Tiger Management during the tech bubble after two years of failed shorting. Laurence Tisch of Loews Corporation quit after losing $2.5 billion trying to short the same bubble—just months before it burst.

Doubling Down on the Big Short

During tense meetings, Francis Chou broke the silence. He said, “Buy more credit default insurance.” With clear conviction, the team bought extra protection. They had already spent $341 million. By mid-2007, they faced $211 million in paper losses. The timing was uncertain, yet they believed the financial bubble would burst.

By the summer of 2007, their forecast began to hold true. The mortgage crisis surged and turned into a full financial meltdown by fall 2008. Watsa described it as a “1-in-50 or 1-in-100 year storm.” While most investors ran for safety, Fairfax’s contrarian bet paid off. It turned into a multibillion-dollar windfall.

A Safe Harbour Amidst the Financial Storm

In letters to shareholders, Watsa noted how many risks erupted at once. He also mentioned that few investments could still call themselves safe. Thanks to clear foresight and firm commitment, Fairfax not only survived the crisis but prospered while others struggled. This episode underlines Fairfax’s investing style: clear analysis, the courage to defy market trends, and the patience to see plans through long uncertainty. Although many lost in the 2007 crisis, Fairfax Financial’s Big Short stands as a powerful investment story. It shows the rewards that come when one dares to think differently and withstand short-term pain for long-term gain.

About the Author:
David Thomas is a contributing writer who focuses on finance and investment stories. This article is adapted from The Fairfax Way, which details Fairfax Financial’s investment philosophy and history.

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Canada’s Banking Overhaul: New Proposal to Ease Lending Rules and Boost Economic Growth

Canadian Banking Regulator Proposes Easier Lending Rules for Banks to Boost Economy and Competition

By Naimul Karim, Financial Post — November 20, 2025

Canada’s top banking regulator, OSFI, now suggests softer lending rules. OSFI wants to free bank capital. This change aims to boost lending and investments. It helps the economy grow in a fast-changing financial world.

Proposed Changes to Risk Weights

OSFI has new plans. The bank must now check loan risks in a different way. OSFI will lower risk weights for loans to small and medium businesses. The weight drops from 85% to 75%. Regulators use risk weights to mark how likely a loan is to default. A high risk weight forces banks to hold more capital. Lower weights mean banks can use capital for lending and other tasks.

OSFI also sees lower risk in low-rise residential projects. It plans to drop their base risk weight from 150% to 130%. For loans that meet at least 75% pre-sales, risk weights drop further. This step gives a boost to real estate loans while keeping risks in check.

Economic and Competitive Rationale

Jacqueline Friedland, OSFI’s executive director, keeps risks managed and banks flexible. She said these precise changes open more capital for loans and investments. At the same time, the government pushes for more competition in Canada’s finance market. Recent budgets now support smaller, alternative banks. Ottawa cuts fees and makes switching chequing accounts easier. These steps could change Canada’s banking scene for the better.

OSFI also starts a 90-day public check. This period lets banks and the public share ideas. The goal is to ease lending rules without adding extra risk.

Banks Have Room to Lend More

OSFI Superintendent Peter Routledge said banks now hold strong capital reserves. He claimed banks might lend nearly $1 trillion more. This amount is large when compared with Canada’s roughly $3-trillion economy. Routledge noted that these buffers should not sit idle. He said banks should use them to fuel growth. More lending to businesses and customers can help during trade disputes and other challenges.

Next Steps

Industry experts and the public can now review the new ideas. Their feedback will help OSFI shape the final rules. Draft regulations may come by spring 2026. Banks may soon have more room to support new business and consumer credit. This change can spark economic growth and make the banking scene more competitive.

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Nvidia Earnings Power Up the Stock Market: A Surge in Tech Confidence

Why Is the Stock Market Up Today? Nvidia Earnings Propel Tech Rally

November 20, 2025 — U.S. stocks climbed on Thursday as Nvidia showed strong quarterly numbers. The report from the chip maker gave a clear sign, and investors saw new hope in the AI field. Gains spread across key indexes.

Nvidia’s Explosive Earnings Report

Nvidia showed a 62% jump in revenue compared to last year. The company reached $57 billion this quarter. The earnings per share came in at $1.30, past the $1.26 prediction. The firm also gave guidance that signals about $65 billion in revenue next quarter against the $62 billion estimate. CEO Jensen Huang stressed that demand for AI systems stays high. The company said its cloud GPUs are all booked, and sales on its new Blackwell GPUs grow fast.

AI Infrastructure Spending Drives Growth

Big cloud firms spend heavily on AI gear. Microsoft, Meta, Amazon, and Google are set to spend over $380 billion on AI this year. Nvidia’s data center income hit $51.2 billion. That is a 25% rise from last quarter and 66% more than last year. On the earnings call, CFO Colette Kress pointed to clear gains from these investments. She mentioned Meta’s stronger user activity with AI engines, Anthropic’s expected $7 billion yearly revenue, and a 30% jump in productivity at Salesforce from AI coding help. These details show that money spent on AI gives results.

Market Response: Broad-Based Rally

Nvidia’s report boosted the market widely. The tech sector grew by 1.6%. Nvidia’s stock went up 2.56% to $192.29. Other chip names such as Broadcom gained 4.77% while AMD also moved up. The seven large tech companies moved higher too: Alphabet Class C climbed 3.31% and Tesla rose 4.27%.
Other sectors did well as well. Communication Services moved up 1.95%, Energy by 1.61%, and Consumer Discretionary by 1.51%. Some stocks jumped high too. Regeneron Pharmaceuticals soared 6.69% and Diamondback Energy increased 3.62%.

Index Gains at a Glance

At 16:54 GMT, major indexes showed this clear mood:

  • S&P 500: +1.38% at 6,733.68
  • Nasdaq Composite: +1.76% at 22,962.12
  • Dow Jones Industrial Average: +1.15% at 46,669.98

Renewed Confidence in AI Spending Durability

Investors now worry less about a burst in AI spending. Nvidia has more than $500 billion in GPU orders for 2025 and 2026. CFO Kress said that this number may rise. This helps cut some doubts about ongoing AI demand. Analysts view these numbers as clear signs that spending on AI will keep driving growth.

Outlook

Hyperscale companies keep investing fast. Nvidia’s strong report builds trust for the AI gear market. Investors will watch other tech firms to see if this strong pace can hold.

James Hyerczyk, a U.S.-based technical analyst with over 40 years of market work, wrote this report.

Related Articles:

Disclaimer: This article is for informational purposes only and does not count as investment advice. Readers should do their own research and talk with a financial advisor before making any investment decisions.

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Cleveland Fed’s Beth Hammack Advocates for Maintaining ‘Barely Restrictive’ Interest Rates Amid Inflation Concerns

Cleveland Fed’s Beth Hammack Advocates Keeping Interest Rates at ‘Barely Restrictive’ Levels

November 20, 2025 — Cleveland Federal Reserve President Beth Hammack spoke on Thursday. She signaled that the cycle of rate cuts might soon end. In her CNBC Squawk on the Street interview, she pointed to a need for a small extra pull on policy. Her words tie the idea of a tighter stance to meeting the Fed’s inflation target.

Current Monetary Policy: “Barely Restrictive, If at All”

Hammack labels current monetary policy as “barely restrictive, if at all.” She makes clear that the bank must keep policy tight enough. Her words join the idea of slow inflation growth with the aim of reaching 2%.

“Right now, to me, monetary policy is barely restrictive, if at all, and I think we need to make sure that we’re maintaining that somewhat restrictive stance,” Hammack told CNBC’s Steve Liesman.

Interest Rate Levels and Economic Impact

Hammack ties the federal funds rate of 3.75% to 4% to what is seen as a neutral position. This rate and its closeness join to a view that extra cuts do not help now.
Her remarks come as market views change. The FOMC meets next on December 9-10. The market, which had tied a third rate cut to the cycle, now shows a 60% chance that rates will stay the same. This view comes from CME Group’s FedWatch tool.

Divergent Views Within the Fed

Minutes from the October Fed meeting show splits among members. Those minutes join views that balance inflation risks with soft spots in the labor market.
Hammack, who usually shows a strong view on inflation, favors higher rates. Her stance keeps a tight grip on price rises. Still, she shows care for workers in her region.

Insights from the Cleveland Region: Inflation’s Impact on Workers

Hammack shares chats with local workers and business owners. She ties low hiring and low firing rates to a soft labor market. Yet, she links real pain to inflation cutting the buying power of wages.

“What we hear from the workers is that they’re holding on to their jobs for dear life, if they have them,” Hammack said. “But what I also heard … was that the money that they have coming in is just not stretching as far as it used to. What used to cost $30 now costs $50, and so that inflationary pressure is still very salient for them.”

Mixed Signals from Employment Data

On the day Hammack spoke, the U.S. Labor Department put out the September nonfarm payrolls report. Her words join dual messages: payroll growth went strong, yet the jobless rate rose a bit. This mix ties together the ideas of recovery and current troubles in the labor market.

As a voting FOMC member in 2025, Beth Hammack’s words carry weight in making policy. Her push to keep rates near current levels joins caution on inflation with a care for steady growth.

Investors and policymakers will watch the December meeting. They wait to see how the Fed will work with these shared pressures. For now, Hammack’s words tie the need for steady watchfulness with the fight against rising inflation without loosening policy too fast.

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Economic Outlook Dims: U.S. Employment Growth Slows as Manufacturing Faces Setbacks

Employment Growth Slows as Regional Manufacturing Returns to Contraction, Signaling Economic Cooling

November 20, 2025 — New data on jobs and factories from the United States show a slowdown in economic strength. Employment growth slows while regional manufacturing slips into contraction. Market experts watch these signs as hints of more easing soon.

U.S. Payroll Growth Moderates

Data from November 20 by the Bureau of Labor Statistics shows that nonfarm payrolls grew by 119,000 jobs in September. The rate is lower than before, and the unemployment rate stays at 4.4%.

Hourly pay rose 0.2% to $36.67. Annual wage growth holds at 3.8%. Weekly work hours stayed at 34.2. A government shutdown delay changed the release time, yet most survey work ended before the delay.

The household survey counted 7.6 million unemployed people. Long-term unemployment held at 1.8 million, which is 23.6% of the jobless group. Labor force participation moved up to 62.4% while the employment-to-population ratio stayed at 59.7%.

Job gains came mainly in healthcare (+43,000), food services (+37,000), and social assistance (+14,000). Jobs in transportation and warehousing dropped by 25,000. Storage lost 11,000 jobs and courier services lost 7,000. Federal government jobs fell by 3,000, which makes the year-to-date drop 97,000. Regional Manufacturing Activity Contracts Again

The Philadelphia Federal Reserve’s November Manufacturing Business Outlook Survey shows a weak region of manufacturing.
The overall activity index, which is now -1.7, stayed below zero though it improved from past months. New orders (-8.6) and shipments (-8.7) also fell. This move into negative marks lower demand. The index for employment climbed to 6.0. Sixteen percent of firms report more hiring, but the average workweek dropped to 3.7. Price pressures persist but with less force. The prices paid index grew to 56.1 while prices received sank to 17.7. Firms also cut down their expected selling price for the next year to 3.0% from 4.1%. The six-month outlook index climbed to 49.6, its highest mark in a year.

Market Implications: A Bearish Near-Term Outlook

Soft payroll growth and selected job gains come with lower manufacturing orders and shipments. Wage growth stays steady. Business views of rising prices now soften.

Analysts see these numbers as signs that the economic push is weakening. These signs may cause market players to get ready for a softer economy or changes in monetary policy.

In sum, the latest reports on jobs and manufacturing show a careful U.S. economic scene. Limited job gains and lower industrial demand make near-term growth less strong.

—
About the Author:
James Hyerczyk is a seasoned U.S.-based technical analyst and educator with over 40 years of experience in market analysis and trading. He focuses on chart patterns and price movement, has written two books on technical analysis, and holds strong knowledge in both futures and stock markets.

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September 2025 Jobs Report: U.S. Economy Surprises with 119,000 New Jobs as Unemployment Edges Up to 4.4%

U.S. Jobs Report for September 2025 Reveals 119,000 New Positions; Unemployment Rate Rises to 4.4%

After a long gap caused by a record 44-day government shutdown, the Bureau of Labor Statistics (BLS) released the September jobs report on November 20, 2025. This report gives a clear view of the U.S. labor market as the year comes to an end.

Key Highlights:

  • Nonfarm payrolls grew by 119,000 in September. This rise beat the Dow Jones estimate of 50,000 as numbers connect closely.
  • Earlier data now shows fewer jobs. August changed from a 4,000 job gain to a loss.
  • The unemployment rate moved up to 4.4%, the highest since October 2021.
  • When including discouraged workers and those in part-time jobs for economic reasons, the wider unemployment figure dropped to 8%.
  • Average hourly earnings increased by 0.2% each month and by 3.8% over the year. This rise went slightly above forecasts.

Context and Analysis

This report is the first update on employment since early September numbers appeared on September 5, 2025. The 44-day shutdown stopped key agencies like the BLS and the Bureau of Economic Analysis from collecting data. The gap made economic predictions and policy steps hard to decide.

Daniel Zhao, chief economist at Glassdoor, said, “September’s jobs report shows the labor market was strong before the shutdown. It beat payroll estimates, yet the picture stays cloudy with August jobs turning to a loss and unemployment increasing.” His words remind us that the data shows conditions from two months back and may not mark today’s scene.

Sector Performance

The hiring scene in September shows clear patterns:

  • Health care added 43,000 jobs.
  • Bars and restaurants contributed 37,000 jobs.
  • Social assistance saw 14,000 more jobs.

Some sectors did lose jobs:

  • Transportation and warehousing fell by 25,000 jobs.
  • The federal government employment dropped by 3,000 that month. In the year, federal jobs declined by 97,000.
  • Professional and business services lost 20,000 jobs, a drop that included 16,000 fewer temporary help services.

Household Survey Insights

The household survey, which connects the numbers of employed and active workers, shows a better view:

  • The count of employed persons grew by 251,000.
  • The labor force grew by 470,000, reaching 171.2 million workers.
  • The share of the population in the labor force moved up to 62.4%, its highest number since May 2025.
  • Workers in full-time jobs increased by 673,000. At the same time, part-time work fell by 573,000.

Market and Policy Implications

After the report came out, stock market futures moved up while Treasury yields fell. Investors connect these moves to a balanced economy, with steady job growth and a small rise in unemployment.

Market experts watch the mixed signals with care. Seema Shah, chief global strategist at Principal Asset Management, said, “Some parts of the report show strong payroll growth, which points to a firm economy, while other parts, like higher unemployment and slower wage gains, keep one hopeful for a possible Fed cut in December.”

The Federal Reserve meets on December 9-10. After a couple of rate cuts in September and October, officials now face a tough choice. With September’s labor data in hand, they see one final big jobs report before they set their next move.

Upcoming Data Releases

The BLS plans to release both October and November employment data on December 9, 2025. Note that October’s unemployment rate will not be there due to data issues from the shutdown.

Additional Government Data

A Labor Department update notes that for the week ending November 15, initial jobless claims came in at 220,000. This number is 8,000 below the previous week and sits under the forecast of 227,000 claims. These numbers form a steady view of the labor market in November.

In summary, the September 2025 jobs report, though delayed, shows a labor market that grows at a steady pace. The report sets out clear shifts in different job sectors and shows the challenges for those who make policy, all amid some data gaps and economic unknowns. More data in December will give a clearer picture of U.S. employment and the wider economy.

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China’s Market Turmoil: PBoC’s Rate Pause Fuels Economic Uncertainty and Investor Doubts

China Markets Struggle Amid Policy Uncertainty as PBoC Holds Rates Steady

By Bob Mason | Published: November 20, 2025, 03:22 GMT

China markets face pressure. The People’s Bank of China held key rates. This move raises doubt on Beijing policy. China sees slow growth. Signs drop and voices call for fresh aid. Domestic demand stays weak.

Economic Challenges Shadow Growth Prospects

New data shows a slow recovery. Retail sales grew 3.0% in September but slid to 2.9% in October. Growth fell after a 6.4% surge in May. The housing market feels stress. There is no sign of a quick rebound. These issues lower consumer trust. Domestic spending suffers and misses the 5% GDP aim for 2025. Exports lose strength too. Exports dropped 1.1% in October after an 8.3% jump the month before. Low global demand and trade strains hold back growth. Car exports, however, push ahead with low prices.

PBoC’s Pause Fuels Market Caution

In these conditions, the PBoC kept rates unchanged. Both the one-year and five-year Loan Prime Rates stayed at 3% and 3.5%. These rates set the pace for loans to companies, families, and for housing. Many had hoped for lower rates to boost demand. The choice to hold rates lowered investor hope. Major stock indexes then lost ground. The CSI 300 and Shanghai Composite dropped after early gains.

Observers link the pause to Beijing’s careful stance amid tough pressures. This rate hold comes as US-China talks near rare earth export issues. Rare earths tie to electric vehicles and tech parts.

Trade Talks and Rare Earth Exports in Focus

US-China talks grab attention. Leaders hint at a rare earth deal before Thanksgiving. Some doubt China will give up control of its key resources. Customs data shows rare earth shipments fell in October to the lowest level since June. This drop occurs amid ongoing trade strains. A brief pause in export limits from leaders’ talks in October now feels fragile. China’s hold on these metals may pressure US car makers. A break in talks can stir global risks.

Equity Markets Tread Carefully Amid Uncertainty

Mainland stock markets show some steadiness. The CSI 300 Index fell 0.78% in November after a flat October. A small rebound earlier in the week offered brief hope. Still, traders stay cautious as they watch trade moves.

The Hang Seng Index also slipped 0.21% in November. Investors now check if rare earth progress can cut US duties on Chinese goods. A change could push up the Beijing stock rally that began earlier this year.

Upcoming Data and Outlook

The next week will hold key data. Investors scan for signs of recovery or deeper weakness. On November 27, industrial profit numbers for January to October are due. Experts predict a 3.8% rise, up from 3.2% in September. A rise in profit may show lower cost pressure and better demand. This signal may support jobs and boost spending.

On November 30, the private sector Purchasing Managers’ Index comes out. These numbers will show how low US duties and trade talks shape Chinese exports and growth.

Conclusion

China deals with weak domestic demand, a stressed housing market, and careful monetary moves amid tricky US trade talks. The PBoC decision to hold rates shows Beijing is wary. Investors now look for clear signals.

Trade talks and new data will set the market tone. China’s growth and stock moves are not sure. Fresh measures from Beijing may restore trust and help reach the 2025 growth goal.

Bob Mason brings over 28 years of experience covering global financial markets and economic policy analysis.

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Nvidia’s Stellar Earnings Propel Nasdaq: Unpacking the Tech Surge and AI Demand

Nasdaq Composite Rises as Nvidia Hits a Strong Quarter, Lifting Tech Mood and After-Hours Trades

By James Hyerczyk
Published: November 19, 2025, 21:56 GMT

Nvidia reported strong earnings that pushed the tech-heavy Nasdaq Composite upward. The news lifted the mood among investors and sparked a rise in trading after hours. The semiconductor leader beat Wall Street numbers and gave clear guidance for the next quarter. The report shows a high demand for its AI products.

Solid Earnings and Guidance Boost Investor Hope

Nvidia earned $1.30 per share after adjustments and beat forecasts of $1.25. Its revenue hit $57.01 billion, more than the $54.92 billion expected. The report also looked ahead, expecting about $65 billion in fourth-quarter sales, well over the consensus of $61.66 billion.

This clear view helped investors feel more hopeful. After hours, Nvidia shares went up around 4%. The company’s net income jumped 65% year-over-year to $31.91 billion. This gain shows that Nvidia stays strong in the fast-growing AI market.

Strong Growth in Data Centers Pushes Sales Higher

Nvidia’s data center unit led the overall growth. This part of the company grew 66% year-over-year and reached $51.2 billion, more than the $49.09 billion predicted by experts. Out of this, $43 billion came from compute products such as graphics processing units (GPUs), while $8.2 billion was from networking sales.

CEO Jensen Huang spoke of a very high demand for its next generation chips. CFO Colette Kress noted that the new chip version is now the firm’s top seller. The data shows that cloud providers keep a strong need for these products. Many cloud GPU items have already sold out.

Steady Gains in Other Areas

Nvidia did well in other parts of its business too. Gaming revenue grew 30% to reach $4.3 billion as users continue to show strong need. Professional visualization revenue went up by 56% to $760 million thanks to the new DGX Spark AI desktop. The robotics and automotive areas brought in $592 million, a 32% jump from last year. This rise shows that the market for Nvidia’s products is broadening.

Shareholder Rewards

Nvidia gave back to its investors with $12.5 billion in buybacks and $243 million in dividends this past quarter. These moves help keep a positive view in the market.

Looking Ahead

Market watchers now focus on the steady need for AI products and Nvidia’s skill in managing global chip limits. The company’s habit of exceeding estimates and raising guidance makes its case strong in the eyes of both traders and long-term investors.

As Nvidia sets a high mark this quarter, observers will check if the strength continues. Future results must stay solid to support the ongoing rise. For now, the report confirms Nvidia’s strong role in AI and the wider chip field.

James Hyerczyk is a U.S.-based technical analyst and educator with over four decades of experience in market analysis and trading. He specializes in chart patterns and price movements and has authored two books on technical analysis.

Related Reading:

  • S&P 500 and Nasdaq 100: Tech Stocks Lift US Indices as Nvidia Earnings Take Center Stage
  • Fed Minutes Show Deep Division as Traders Brace for an Uncertain December Rate Decision

Disclaimer: This article is for informational use only and should not be seen as financial advice. Investors should do their own research and talk with licensed financial advisors before making any decisions.

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