As part of the wide-ranging impact of the government shutdown, many standard economic reports were not published during the last several weeks. Even though alternative sources were leveraged for some indicators, the situation still created uncertainty for markets and policymakers.

Now that the government has reopened, key reports for September and October 2025 are rescheduled for release starting this week and into December. That includes new, but significantly delayed, information on national job growth this Thursday.

Analysts must contend with reports being based on incomplete or missing data, especially for October, which complicates the assessment of current economic health. Many of the initial, market-moving numbers will be subject to further revision, which already presented challenges before the shutdown.

The Fed’s final meeting of the year is in just three weeks. The committee will likely have to rely on multiple data sources to piece together a clear view of the economy's direction while deciding on a change in interest rates.

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