FT News Briefing

Investors turn to private economic data

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Oct 15, 2025
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INSIGHT

Banks Warn Of Market Froth

  • U.S. bank chiefs warned markets risk entering bubble territory amid big AI-driven gains and record indices.
  • Concerns rose despite mixed monthly performance and recent Fed rate cuts and tariff noise.
INSIGHT

Shutdown Spurs Shift To Private Data

  • The U.S. government shutdown has delayed key reports like CPI and the BLS jobs release, pushing investors to private data.
  • Persistent quality concerns at BLS and lower survey response rates amplify reliance on alternative sources.
ADVICE

Cross‑Check Private Economic Signals

  • Use multiple private indicators like ADP and job-site data to approximate BLS reports when official releases pause.
  • Cross-check sources because private datasets often lack the BLS's completeness and can bias readings.
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