Market 11/25: September Retail Sales Drop Sharply

If you missed the best recent articles:

• BLOG #1: INTRODUCTION TO WALL STREET JOURNAL

• BLOG #2: Viet Hustler, Fast News And Pre-Market Note

• Inflation and Jobs ahead of December FOMC

• Which Stocks Did Whales Buy/Sell in Q3/2025?

• 2025 AI Resource Frenzy

• AI, Jobs & "Dead Inside" Feeling

Key highlights:

• Ukraine accepts agreement from US

• ADP private payrolls drop sharply

• September PPI inflation in line with forecasts

• September retail sales reverse to sharp decline

• September home prices temporarily stabilize

• October pending home sales up

• META orders Google TPUs, Nvidia down

• Consumer sentiment drops most since Trump took office

• Atlanta FED lowers Q3 GDP forecast to +4.0% from +4.2%

• 70 billion 5-year bond auction stable for now

• Market: One-sided liquidity ahead of holiday