What to make of the data crawling from the wreckage of the shutdown? | Cumberland Comment
Special to the Herald Tribune.
(November 30, 2025) “Crawlin’ from the wreckage, crawlin’ from the wreckage You would think by now at least half my brain would get the message.”
― Written by Graham Parker, sung by Dave Edmunds, 1979
We are crawling out of the wreckage of the 43-day government shutdown, which began October 1. The actual shutdown, for those of us looking at government economic releases, was even longer, since we have just started to get pent-up numbers going back to September and in some cases August.
Most of these older numbers, like durable goods and factory orders, have lost their importance simply from the fact that it is old news and there is less efficacy in using older numbers. The week of Nov. 23 we got retail sales and PPI, but that’s more in the rearview mirror, as they’re from September.
Click here to read the full article on the The Herald Tribune website.
John R. Mousseau, CFA
Vice Chairman | Chief Investment Officer
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David W. Berson, Ph.D. CBE
Chief Economist
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