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US Equity Investors to Focus on Valuations This Week as Delayed Data to Emerge After Shutdown Ends
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US Equity Investors to Focus on Valuations This Week as Delayed Data to Emerge After Shutdown Ends
Nov 10, 2025 3:32 AM

06:21 AM EST, 11/10/2025 (MT Newswires) -- US equity investors will look for clues of valuation jitters amid more quarterly earnings and a potential resumption of economic data flow as the federal government shutdown looks set to end this week.

* The Senate voted 60-40 on Sunday on a key step toward reopening the government, CNN reported. The vote came after a critical group of eight Senate Democratic centrists reached a deal with Senate GOP leaders and the White House to reopen the government in exchange for a future vote on extending enhanced Affordable Care subsidies.

* If the shutdown ends, investors will look forward to receiving the inflation, jobs, and other data.

* Last week, Challenger, Gray & Christmas reported firms planned to cut 153,074 jobs in October, the largest for the month since 2003, up from 55,597 a year ago. The University of Michigan's preliminary consumer sentiment index declined to 50.3 in November from 53.6 in October, below the forecast for 53.0. The reading is the lowest since June 2022, when the index reached its weakest since at least 1978, according to a Jefferies note.

* Amid the weak consumer/jobs data last week, valuation of high flyers such as Palantir Technologies ( PLTR ) was called into question, especially after the company's Q3 beat-and-raise reportedly failed to justify its 85 times price-to-sales ratio.

* As of early Monday morning, the probability of a 25 basis-point cut in interest rates in December stood at 65% versus 92% a month ago, after Federal Reserve Chair Jerome Powell at the policy meeting late October said the rate reduction next month is not a done deal.

* Investors will keep a close eye on expectations of further monetary policy easing, the strength of the economy, and scrutinize current valuations, especially of companies that are part of the so-called AI trade.

* Quarterly earnings due this week include Cisco (CSCO), The Walt Disney Company (DIS), and Applied Materials (APP).

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