A Few of Our Favorite Things - 2025-11-25
Date:
Wednesday, November 26, 2025
Summary:
The government data is starting to flow again. Non-defense capgoods spending soars to new highs -- datacenters, probably. NFIB small business optimism ticks down, but at a high level. Still no new homes data. And in our "Google Trends" indicator of public attention, Taylor Swift has edged out Donald Trump as the Number One object of fascination.