Morning Macro Report: Confidence Falls, Housing Cools, Inflation Splits, and Labor Weakens
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morning-macro-report-confidence-housing-inflation-labor-2025-11-25
Inflation, CPI & Real Rates (🔥📉)A forward-looking Pattern Nexus walkthrough of the week of November 24–30, 2025, covering key economic data, market markers, and structural risks around AI, rates, and global macro.
Signals & Charts (📈)The next great battles won’t be fought over oil fields — they’ll be fought over rocks. As the energy transition accelerates and technology demands expand, critical minerals (lithium, cobalt, rare earths) have become the hidden strategic battlegrounds of globa…
War, Conflict & Escalation Signals (⚠️💣)The delayed September 2025 jobs report shows 119k new jobs, 4.4% unemployment, and a labor market stuck in neutral—revealing the start of America’s Great Employment Plateau.
Inflation, CPI & Real Rates (🔥📉)