A good rule of thumb in shutdowns applies: if the government writes checks, it’s closed; if the government cashes checks, it’s open. https://t.co/WycDX8TG2N https://t.co/KPwoS7yhvG ...

Economic Impact - Government shutdown could lower GDP [1] - Potential hit to GDP growth due to government shutdown [1] - Government shutdown could negatively impact working Americans [1] GDP Analysis - GDP currently at 38% (Note: This seems to be a transcription error and likely refers to 38%, but context is needed for confirmation) [1]

Infrastructure Funding & Political Retaliation - The Trump administration is pausing $18 billion in funding for infrastructure projects in New York City, including the Hudson Tunnel project and the Second Avenue subway, citing concerns about unconstitutional DEI principles [1][2] - The Energy Department will cancel another $8 billion in funding related to projects in 16 states, all of which Kla Harris carried in the 2024 election, with 14 of those states having Democratic governors [4] - Critics, including Senate Minority Leader Chuck Schumer and New York Governor Kathy Hokll, accuse the Trump administration of using these funding cuts as political payback against Democratic states and New York residents [5][6] Government Shutdown & Democratic Strategy - The government shutdown is being used by the White House to target Democratic states and lay off federal workers [10] - Democrats are sticking to their strategy on the shutdown, willing to endure pain to achieve a win on healthcare, specifically Affordable Care Act subsidies [11][12] - There are concerns about how long Democrats can stay united as the shutdown continues and the pain is felt [12] Corruption Allegations & Hatch Act Violations - Congressman Aenclaus raised concerns about corruption, citing the federal government's unusual communication tactics, such as blaming radical left Democrats for the shutdown on the housing and urban development website [13] - The House oversight committee is seeking to enforce the Hatch Act, alleging violations in the government's communication about the shutdown [14]

Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast. The US government is shut down. So what does this all mean for Wall Street? In this episode of Stocks in Translation, RSM Chief Economist Joe Brusuelas joins host Jared Blikre and Senior Reporter Allie Canal to discuss the current economic outlook and how it could be impacted by the government shutdown. Brusuelas also offers top insight on Federal Reserve policy, the bond market, and the rol ...

Economic Outlook - The US economy is expected to experience a modest reacceleration, supported by a strong equity market and significant investments in AI and data call centers [4][5]. - The economic data, excluding hiring metrics, has shown improvement recently, indicating a positive trend [4]. Government Shutdown Impact - A government shutdown could lead to the suspension of essential services and key economic data releases, which would create uncertainty in the markets [6][10]. - The potential impact on GDP is estimated to be a drag of one-tenth of one percent per week, manageable in the short term, but could increase significantly if the shutdown extends beyond 20 to 30 days [8][9]. - The timing of the shutdown is critical, particularly around October 12th to 18th, as it may affect the collection of important labor market data [11][12]. Federal Reserve and Monetary Policy - The independence of the Federal Reserve is crucial for maintaining market stability and preventing excessive volatility, especially in fixed income markets [33][34]. - Current discussions suggest that the Fed may be pressured to lower rates, which could pose risks for inflation in the near to medium term [35][36]. - There is a growing belief that the de facto inflation target may be moving towards 3%, reflecting current economic conditions [51][55]. Bond Market Insights - The term premium, which compensates investors for the uncertainty of future interest rates, is rising, indicating increased risk perception in the bond market [24][26]. - The bond market's response to inflation expectations suggests a disconnect between market pricing and public sentiment regarding long-term inflation risks [41][42]. AI and Investment Trends - There is a bullish outlook on AI, with expectations that it will enhance productivity and living standards over time, despite potential short-term market volatility [30][31]. - Major financial institutions are integrating AI into their investment strategies, indicating a significant shift in how investment decisions are made [30].

Market Analysis & Predictions - Discussion of 4-year versus 5-year Bitcoin cycles [1] - Government shutdowns and the rise of A.I are expected to significantly impact job markets [1] - Analysis of PPI (Producer Price Index) data [1] - Consideration of whether 25 basis points (0.25%) interest rate cuts are sufficient [1] - Examination of risk levels associated with the bull market [1] Cryptocurrency & Blockchain - Promotion of Coin Bureau and Into The Cryptoverse YouTube channels for crypto-related content [1] - Recommends diversification of crypto storage [1] - Highlights a new crypto tax rule coming in 2025 [1] - Suggests using Tangem cold storage wallet for secure crypto storage, offering a 10% discount with a promocode [1] Security & Risk Mitigation - Emphasizes the importance of avoiding scams and verifying sources [1] - Advocates for keeping seeds and passwords safe using a StoneBook, offering a 20% discount [1]

Markets aren't missing the government, says @johnauthers. The shutdown's political theater is opening to shrug. (via @opinion) https://t.co/L1DQa0yfnq ...

really feels like the Republicans are playing a little playing games on this and I don't think healthc care is a game. It's it it shouldn't be a game but clearly they have decided to make it a game. And it's interesting that you bring up the retaliation. The Republican response to us allegedly holding the government hostage is to go out and hurt the people, the very people that are serving our country and serving our constituents. This tells you who it is that they are fighting for. They didn't say they wer ...

[Music] Hello and welcome to Asking for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be diving into.Markets seem to be shrugging off this government shutdown. And at the end of Wednesday's session, all major indices did end the day higher. And salary matters, but it's not the only thing on ...

Today on “The Intelligence”: America’s government shutdown, the security flaws of using AI and how to present workplace feuds. Listen now https://t.co/KpeQWveUjH ...