Marketplace All-in-One What happens when the data takes a month off?
Nov 13, 2025
Kirstie Gibson, an investment manager at Baillie Gifford, discusses how to navigate portfolio management amidst market volatility, emphasizing resilient companies and long-term trends like AI and climate change. Daniel Ackerman reveals the urgency behind solar developers racing to complete projects before a tax-credit deadline. Carla Javier explains the chaos facing the Bureau of Labor Statistics after a government shutdown, highlighting which key economic reports may be delayed or missed entirely.
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Shutdown Erased Irreplaceable Economic Data
- The 43-day government shutdown erased some October economic data that cannot be recreated.
- Missing reports will cloud Fed decisions and hamper local hiring and wage planning.
Understaffed BLS Faces Tough Priorities
- BLS understaffing limits its ability to reprioritize and catch up on missed surveys.
- Delays in core indicators like CPI and employment would make the Fed's view murkier before December.
Invest For Structural Resilience Not Short-Term Noise
- Invest with a multi-year horizon and focus on businesses resilient to short-term shocks.
- Prioritize management quality and structural growth drivers over forecasting exact interest rates.