US EconomyNov. 17, 2025 3:56 AM ETAFMC, AFSM, ARKK, AVUV, BAPR, IVOO, IVOV, IVV, IVW, IWC, IWM, IWN, IWO, IWP, IWR, IWS, IYY, QQQ, SPLV, SPMD, SPMO, SPMV, SPSM, SPUS, SPUU, SPVM, SPVU, SPXE, SPXL, SPXN, SPXS, SPXT, SPXU, SPXV, SPY, SPYD, SPYG, SPYV, SPYX, SQLV, SSO, SSPY, SVAL, SYLD, TMDV, TPHD, TPLC, TPSC, UAUG, UJAN, UMAR, UMAY, UOCT, UPRO, USMC, USMF, USVM, MAGS, VT, IOO, TOK, SDG, ACWI, ACWV, URTH, SPGM, QWLD, NZAC, CRBN, GLOF, KNO, ESGG, DWLD, VWID, MOTG, MOTO, KOKU, JSTC, FORH, DIVS, GXDW, BUYZ, INFL, TMAT, DGT, DEW, WDIV, GCOW, WLDR, HERD, SDIV, ROBO, BLES, AIVC, UDIV, USPX, EWU, EWUS, FKU, FLGB, VGK, FEZ, IEV, EZU, DFE, FDD, FEP, SPEU, HEDJ, DBEU, EUDG, IEUR, HEZU, FEUZ, DBEZ, IEUS, OPPE, OEFA, EUDV, PTEU, GSEU, RFEU, FLEE, FLEU, BBEU, FPXE, EURL, EWC, FLCA, BBCA, VCE:CA, IDX, EIDO, EWW, FLMX, MEXX, EWY, FLKR, KORU, FXI, PGJ, EWH, EWT, GXC, FCA, KBA, CHIQ, CQQQ, ECNS, MCHI, CXSE, KWEB, ASHR, ASHS, CNXT, CNYA, KGRN, FLCH, FLTW, KURE, KSTR, RAYC, KTEC, TDF, YINN, YANG, FXP, XPP, YXI, CBON, MAGC, EWZ, BRF, EWZS, FLBR, BRZU, BZQ, EPP, GMF, AIA, FPA, AAXJ, ASEA, DVYA, EEMA, FLAX, BBAX, HAUZ, ADIV, VPL, IPACClaus Vistesen579 FollowersCommentsEquities have wobbled a bit recently, without any obvious catalyst, aside from the most apparent one: they’re expensive by nearly all historical valuation measures.Many investors now appear concerned that the end of the U.S. government shutdown will trigger a deluge of data, potentially revealing that the economy is weaker than expected.In the UK, sentiment is shifting by the day. Just a week ago, consensus held that the government would unveil a disinflationary and fiscally tight budget, bolstering a bullish reversal in Gilts and reinforcing expectations of 50 basis points of additional BOE easing by Q1.Galeanu Mihai/iStock via Getty ImagesThe October 2025 edition of the global LEI chartbook can be found here. Additional details on the methodology are available here.Equities have wobbled a bit recently, without any obvious catalyst, aside from the most apparentThis article was written byClaus Vistesen579 FollowersClaus Vistesen is a Danish economist who specialises in macroeconomics. He holds a postgraduate degree in Economics. His primary research interests include demographics, macroeconomics and international finance which he practices as Chief Eurozone Economist for Pantheon Macroeconomics. His contributions at Seeking Alpha represent his views alone, and have nothing to do with his employer. He can be contacted through his e-mail (clausvistesen@gmail.com) or through his website (clausvistesen.com) where you can also find most of his writing. He enjoys the interaction with Seeking Alpha readership a lot and will try to reply to all of the comments you throw his way.CommentsRecommended For You