The Dow hit new highs as U.S. tech shares fell, ending a government shutdown. Oil prices dropped on higher supply reports. Some economic data may never be released post-shutdown, creating uncertainty. Key market moves include stocks hitting new highs, with sectors like healthcare and financials rising, while oil slumped and silver rose.

AI investments will require immense energy in the coming years. Projects like Stargate are expected to need 10 gigawatts of power by 2029. The demand for data centers raises concerns about energy consumption and potential economic impacts. Solutions are needed to avoid a shortfall in power supply.

The Fed may resume buying bonds to maintain ample bank reserves, not for quantitative easing. This move aims to control interest rates and money market liquidity. The purchase of T-bills won’t affect monetary policy. UK’s PM faces challenges as unemployment rises, impacting markets. Bond market support is crucial.

The end of the U.S. government shutdown won’t provide immediate clarity on the economy. Delayed data releases may lead to incomplete and unreliable information. The Fed may pause rate cuts due to incomplete employment data. Challenges in getting accurate inflation and spending data persist post-shutdown.

Inflation and spending data may remain unclear post-shutdown. October figures may not be released in time for the Fed’s meeting. CPI inflation could be distorted due to a lack of data. Retail sales data collection delays may affect understanding of U.S. GDP. Economic clarity remains elusive despite the end of the shutdown.

Read more at Yahoo Finance: Wall Street mixed, shutdown (almost) nixed