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Stocks fall following the end of the government shutdown

It was a choppy week for the market despite the long-awaited resolution to the government shutdown. More key earnings reports lie waiting in the week ahead.

Stocks

The S&P 500 posted a sizable bounce to kick off the week, jumping over 1.5% on news that progress towards ending the government shutdown was being made. The rally was led by the tech sector, with the Nasdaq popping over 2.2% on the day. The sentiment mostly carried over into Tuesday, with the S&P 500 continuing higher, though the Nasdaq cooled off as investors rotated capital into other sectors. A new jobs report also showed that private sector job creation slowed over the past month, which put a damper on some of the bullishness. On Wednesday night, news that the government shutdown had ended broke. Thursday's market turned this into a bit of a sell-the-news event, with the S&P 500 dropping over 1.6% on the day. Weakness was once again seen in the tech sector. A strong Friday rally couldn't keep the week from closing in the red. Overall, energy minerals, health technology, and non-energy minerals were the strongest-performing sectors during the week, while consumer durables, retail trade, and producer manufacturing lagged.

Bonds
US Treasury yields moved lower early in the week, but rose on Thursday amid news that the government shutdown is over. Investors are watching for economic data previously withheld due to the shutdown to be released, which may provide more clues regarding the state of the economy.

Oil
Oil prices rose early in the week, but fell on Wednesday as concerns regarding oversupply in global inventories took over investor sentiment. They then rose on Friday following new developments in geopolitical conflicts. OPEC currently expects oil supply to match demand in 2026.

Gold 
Gold prices experienced a strong bounce early during the week, but fell substantially on Friday as the market reacted to new comments from the Fed that cast doubt on whether interest rates will get another cut this year. 

Crypto 
Despite a bounce on Monday and the first half of Tuesday, bitcoin and the crypto markets continued their bearishness. Bitcoin was down over 9% on the week as of Friday's market close. This marks their third straight week in the red.

Past week Year-to-date 5-year
S&P 500 –0.9% 14.8% 89.4%
Oil (WTI crude) –0.5% –18.0% 42.2%
Gold (New York) 0.7% 53.8% 118.2%
Bitcoin –9.7% –0.2% 490.4%

Source: Yahoo Finance, as of November 14, 2025.

KEY DATA FOR THE WEEK OF NOVEMBER 17

Investors will keep a close eye on earnings reports from the AI, retail, and tech sectors, among others.

Trip.com () – Monday Industrial production – Tuesday
Home Depot () – Tuesday Housing starts and permits – Wednesday
NVIDIA () – Wednesday EIA petroleum status report – Wednesday
Walmart () – Thursday FOMC minutes – Wednesday
PDD Holdings () – Thursday Jobless claims – Thursday
Intuit () – Thursday Existing home sales – Thursday
See the full earnings calendarLog In Required (login required). See the full economic calendar.

Source: Fidelity.com, as of November 14, 2025.

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