The Shutdown Ended, But The Fed's Data Fog Didn't: Three Trades for December - iShares Russell 2000 ETF (ARCA:IWM), Materials Select Sector SPDR (ARCA:XLB)

Shutdown’s Real Market Impact: Why December Rate Cut Odds Just Collapsed from 92% to 67%A six-week data blackout has left the Fed's December path in fog. Odds of a rate cut have collapsed from 92% to about 67% as the market recalibrates to incomplete data, setting up a volatile December for rate-sensitive assets.What Wall Street Is MissingMarkets are rallying on the shutdown’s end, but sophisticated investors should be positioning for what comes next: a Fed that’s been flying blind for six weeks and may now ...