This episode provides a detailed week-in-review for the financial markets from November 10–14, 2025, focusing on market, economic, and policy developments. Early in the week, markets saw a strong rebound driven by tech stocks and optimism about a resolution to the ongoing U.S. government shutdown, which had been the longest in history. However, this initial enthusiasm was quickly curtailed mid-week when hawkish commentary from Federal Reserve officials increased concerns about persistent inflation and dampened expectations for a near-term interest rate cut. Throughout the period, the economic drag and data uncertainty caused by the shutdown persisted, and the overall market rally remained concentrated in a narrow group of technology and mega-cap companies, indicating underlying fragility.