Busy Week and Confused Bitcoin Market

We are heading into a short but very busy week for U.S. economic data. Even though markets slow down for Thanksgiving, the information coming out on Tuesday and Wednesday can still shape expectations for growth, inflation, and interest rates, and, in turn, for Bitcoin.

Tuesday Key Data

Tuesday gives us a quick snapshot of prices, demand, sentiment, and housing.

• September PPI Inflation (Producer Price Index): Producer prices show early pressure in the system. Higher PPI can later feed into consumer inflation; softer PPI suggests easing pressure.
• September Retail Sales: This tells us if consumers are still spending or beginning to pull back. Strong numbers support the “resilient consumer” story; weak numbers hint at slowdown.
• November CB Consumer Confidence: Measures how households feel about the economy. High confidence supports spending and risk-taking; low confidence signals caution.
• October Pending Home Sales: Tracks signed contracts for home purchases. It shows how much high rates are biting into housing demand.

 

Wednesday: Growth, Inflation, and Jobs

Wednesday concentrates the big macro picture into one day.

• US Q3 2025 GDP: The main scorecard for economic growth. Strong GDP argues the economy can handle higher rates longer; weak GDP supports sooner rate cuts.
• September Durable

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