Episode Summary
Advisors on This Week’s Show
Kyle Tetting
Art Rothschild
Steve Giles
(with Max Hoelzl, Joel Dresang, engineered by Jason Scuglik)
Week in Review (Oct. 27-31, 2025)
Significant Economic Indicators & Reports
Monday
An indicator of demand for manufactured products, the Commerce Department’s report on durable goods orders, was unavailable because of the federal government shutdown.
Tuesday
Housing prices continued slowing in August, according to the S&P Cotality Case-Shiller national home price index. The measure showed a 1.5% year-to-year gain in residential prices, the lowest in more than two years and below the overall inflation rate for the fourth straight month. An S&P analyst said the housing market has been trying to find a sustainable equilibrium following its post-pandemic boom. He added, “(H)omeowners are watching their real equity erode while buyers face the dual challenge of elevated prices and high borrowing costs.”
The Conference Board said its consumer confidence index moved sideways in October. The index dipped slightly from September with lower expectations offsetting consumers’ marginally higher opinion of the present situation. The business research group said pessimism about the future continued to suggest an impending recession for the ninth month in a row. Prices and inflation remained the top concerns among survey respondents. Mentions of tariffs declined from earlier surveys but stayed elevated. Some consumers expressed dismay about the federal government shutdown.
Wednesday
The National Association of Realtors said its pending home sales index was unchanged in September and down 0.9% from the year before. The trade association said lower mortgage rates and increased wealth effe
