Market reset: key inflection points for this week
What to watch now that US government reopening shifts the narrative
Today’s outlook – November 13, 2025
The U.S. market opens with renewed attention now that the federal government shutdown has officially ended after 43 days.
Investors are sifting through the backlog of delayed economic data, weighing how much the upcoming releases will clarify the health of the economy and the direction of the Federal Reserve.
Market sentiment is cautious: though the shutdown is over, many data points remain missing or delayed.
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This Gold Miner’s Next Move Looks to Be a Game-Changer
A small-cap Nevada company is already producing gold and has expansion in sight-backed by a $6 billion asset it’s just starting to tap.
But that’s not all.
One of gold’s most legendary investors recently doubled his stake in the company.
And he’s not alone.
This could be the moment retail investors wish they had watched more closely.
Find out what’s behind the growing buzz.
Opportunities to watch
Stocks with positive earnings momentum may benefit from a market reset. For example, CSCO (Cisco) surprised to the upside on demand for AI‑driven networking.
The reopening lifts a cloud of uncertainty; sectors previously hampered by the shutdown (e.g., infrastructure, federal‑contracting) may gain renewed attention.
With yields moving, look for companies that benefit from an improving macro backdrop (industrial, materials, financials) — especially if the economy shows signs of stabilising.
If the delayed data comes in weaker than expected (jobs, inflation), there may be opportunities in beaten‑down cyclicals or value names that have under‑performed recent high‑growth stocks.
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Risks and what to watch out for
A potential trap: if the data backlog reveals a much weaker economy than assumed, markets may react sharply to disappointments. The odds of a rate cut are being re‑priced.
Tech and growth names are already under pressure — any negative surprise there may drag broader sentiment.
Treasury yields creeping higher may squeeze valuations, especially in rate‑sensitive sectors.
Operational risk: even though the shutdown is over, it could take time for agencies to resume full reporting and for the data landscape to normalise.
Bottom Line
In short: the market has exhaled from one major overhang (the shutdown) but now faces a new phase of uncertainty — the resumption of economic data and how the Fed will respond.
For general investors, the focus is on identifying companies with strong fundamentals that may benefit from a stabilising backdrop, while remaining alert to macro surprises.
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America’s $1 TRILLION GOLD stash
This week, U.S. gold reserves hit an unprecedented $1 TRILLION in value...
And it’s sparking urgent chatter that...
This would be the fifth time this has happened, and surely the most dramatic for folks who own gold (and folks who don’t).
Which may explain why gold just blew past $3,800, a new all-time high.
And why Bank of England staff are working overnight to keep up with the amount of gold being pulled from vaults, in what was called a “Trump-Fueled Frenzy”...
Forbes calls the “Mar-a-Lago Accord” a plan to remake the financial system... that could “turn global financial markets upside down.”
Watch this short broadcast to understand what’s underway.
If you DON’T own gold, it may not be an option for you in the coming weeks.