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Fed Decision Pressure: Flying Blind on Old and Missing Data
In Episode 50 of The Market Enthusiast, Noah Brooks and Chris Needs dig into one of the most unusual policy setups of the year as the Federal Reserve prepares to make a major rate decision while relying on delayed, outdated, and incomplete data. With the October jobs report missing, November’s report pushed back nearly two weeks, and consumer confidence slipping, they break down what flying blind really means for policymakers and why the market reaction may hinge more on expectations than the decision itself.
They revisit the sharp Thanksgiving week reversal, unpacking the rotation from…
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