The Can Isn’t Kicked—But Markets Don’t Care (Yet) – October 3, 2025
Good morning, I was off on Monday, thinking the week might be choppy with a government shutdown, but that things would smooth out by Friday with another can-kick—wrong. It’s Friday, the can hasn’t been kicked, the shutdown shows no end in sight, and yet the market is anything but bumpy—just quietly grinding higher. Market probabilities are usually anchored to […]
Five Charts for the Week That Was: October 3, 2025

Chief Economist Jeanette Garretty provides 5 economic charts covering topics including US consumer sentiment, vehicle sales, US agriculture, oil prices, and private sector jobs.