WSJ's Timiraos says the "October jobs data give no reason to rethink the Fed’s read on growth and inflation, even if they reflect decisions made months ago."
Newsquawk Staff ·
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- October jobs data give no reason to rethink the Fed’s read on growth and inflation, even if they reflect decisions made months ago.
- Will the AI selloff give a reason to rethink what Fed policy—the "new monetary medicine"—is doing to financial conditions?
- That’s the tension heading into December. Warsh says he’d rather read forward-looking markets than lagging data. Which wins?
Sources
- [MARKET ANALYSIS] Fixed firms as energy slips and some haven allure comes from the Nvidia/NQ tech pressure
- Daily US Equity Opening News - NVDA board considers CEO ouster after fresh affair allegations; Hon Hai Q3 net profit beat; CRWV slides on USD 4bln financing report; CTVA down on guidance cut; PFE & BX agree USD 1.5bln obesity co-funding
- EUROPEAN OPEN: NVDA falls amid further CEO allegations; Hon Hai Q3 profit tops expectations; SIE GY Q4 revenue beat, confirms SHL GY distribution; RR/ LN announces GBP 1.5bln buyback; MRK GY raises FY26 revenue & EBITDA view; HLAG GY lifts EBITDA guidance
- Newsquawk Daily European Equity Opening News - 12th November 2026
- [MARKET ANALYSIS] T-note futures mildly rebound from the prior day's trough amid lower oil prices and with risk sentiment clouded by the NVIDIA fallout
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