The Fed, Delayed Data, and Nvidia's Earnings 11/14/25

The market outlook for the week of November 17, 2025, is primarily driven by the upcoming Federal Reserve clarity, which includes the release of the last FOMC meeting minutes and speeches by a large number of Fed officials. This increased focus on the Fed is particularly important because the probability of a December rate cut has recently dropped dramatically. The week's economic landscape is further complicated by the delayed schedule for releasing past U.S. economic data due to the recent government shutdown, though some pre-collected reports are expected to be released relatively quickly. Finally, the week features a major earnings schedule, highlighted by Nvidia, which holds an over $4$ trillion market cap and is among the 88 companies with market caps over $1$ billion set to report.