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Crypto markets are under pressure, awaiting key U.S. economic data.
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The next 45 days will reveal delayed reports that could move markets.
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Positive data for risk-on assets could trigger a Bitcoin rebound toward new all-time highs in Q1 2026.
Crypto markets have been volatile lately and traders are now eagerly waiting for clear signals from the economy as these reports will determine whether risk assets like crypto can rebound or continue to face pressure.
With the U.S Government shutdown now over, the coming weeks could be a make-or-break period for the market’s next big move.
According to Bull Theory, the next 45 days will be very crucial. All the delayed economic data will be released and each report could directly influence the market moves. Here is a breakdown of the upcoming reports and how they could impact stocks, crypto, liquidity, and the Fed’s rate cut decisions.
November 20: Delayed September Jobs Report
The delayed jobs report for September will be published on November 20. If unemployment rises, it would confirm the economy is slowing, and increase the chances of Fed rate cuts, which would positively impact risk assets like crypto.
But if the unemployment remains low, the Fed has no immediate reason to cut rates, leaving markets cautious.
November 26: Q3 GDP update, Personal Income, Spending, PCE (October)
These reports will reveal the trends in growth, wages, and inflation. Slower GDP growth and softer inflation would mean there is a cooling demand. This would give the Fed room to ease policy, which would be positive for markets.
But strong growth and persistent inflation would delay rate cuts and keep pressure on risk assets.
December 5: November Non-Farm Payrolls
The first full labor report after the shutdown will be closely watched.
Weaker job growth would signal slower economic activity, supporting equity and crypto markets. However, stronger job growth could keep the Fed on a patient stance, maintaining higher market volatility.
December 10,11: November CPI and PPI Reports
These reports will shape expectations for Q1 2026 monetary policy.
If inflation falls, it would support the case for rate cuts and improve the liquidity outlook. But if inflation rises, the Fed may maintain a tighter stance and create short-term pressure on risk assets.
December 19: Final Q3 GDP, November Personal Income & Spending, Existing Home Sales
This data would provide a comprehensive view of economic activity and the housing market. A weaker number would suggest cooling. But stronger numbers would suggest economic resilience, pushing any rate cuts further into the future.
What Does This Mean for Crypto?
The shutdown has largely left markets guessing, since a lot of important economic data was delayed.
But these reports will show how the Fed might act, how liquidity could change, and whether investors feel confident about riskier assets like stocks and crypto. And if the data comes out in favor of risk-on assets, then Bitcoin could see a strong rebound, with the potential to push toward new all-time highs in Q1 2026.
