September 28, 2025 (Sunday)
Economic Indicators
- No major releases.
Key Financial News
- Stocks rise slightly, yields fall: A shift to safe-haven assets amid shutdown concerns; oil prices drop on expectations of OPEC production increase.
- Economic impact of government shutdown: Usually minor, but this time, data delays increase uncertainty.
Analysis
The weekend news is dominated by shutdown risks, and delays in employment and inflation data complicate the Fed's policy decisions. The market trended slightly higher, but this is a precursor to increased volatility. OPEC's production increase will help curb energy prices and serve as a factor in easing inflation, but geopolitical risks (Russia-Ukraine) are a headwind.