We've had a nice turn in the markets. We are green. We do have the first day of the shutdown. ADP's worst print since March of 23. Lisa Cook is staying on the Fed for now. Bitcoin and gold keep rallying. And here's where we begin Q4. We got a 13.5% gain in the S&P 500 year to date. NASDAQ up 17, the Dow up nine, the Russell up nine as well. Joe Teranova, actually, you know what? Not Joe Teranova. Liz Thomas, I just felt like switching it up on the fly. Sorry. All right, you were about ready to go. >> I feel ...

What is the strategy as we sit here now a few hours into this shutdown from Democrats. Where do they go from here. I love Morning Joe for so many reasons and not just because I get to be a part of this family, but because in the last few minutes, you guys have distilled all of the various talking points that I've heard on every side of this debate.There are people who agree with Joe and Chris who say Democrats are about to launch into a messaging war when the central complaint about Democrats for the last y ...

Why government shutdowns seem to only happen in the US https://t.co/RaaDjI56dK ...

Core Insights - A government shutdown has occurred due to partisan budget negotiations, impacting bond investor activity and potentially lowering mortgage rates while challenging the housing market [1] - The 10-year yield, which correlates with common mortgage types, decreased to 4.1% from 4.15%, influenced by a slow private payroll report [2] - Experts warn that prolonged shutdowns could raise concerns about U.S. debt credit quality, leading to higher bond yields and mortgage rates [3] Government Sponsored Enterprises (GSEs) - Fannie Mae and Freddie Mac have implemented workarounds for borrower data verifications, allowing for flexibility in the mortgage process during the shutdown [3][4] - These GSEs are also permitting servicers to extend forbearance to borrowers affected by the shutdown [4] Federal Housing Administration (FHA) - The FHA's Office of Single Family Housing announced limited operational capacity for some mortgage insurance programs during the shutdown [5] - The FHA's operational decisions are guided by legal frameworks established by the U.S. Constitution and other statutory provisions [6] Flood Insurance and Lending - The American Land Title Association highlighted the lack of authorization for federal flood insurance, which affects millions of Americans and jeopardizes home sales [6] - Regulatory agencies have re-released guidance allowing lenders to continue making loans subject to federal flood insurance statutes, even when the National Flood Insurance Program is unavailable [6][7] - Lenders are advised to evaluate safety and soundness and manage legal risks during the shutdown period [7]

RT Bloomberg Opinion (@opinion)How have the various political factions aligned around this government shutdown?Tune in here for analysis: https://t.co/9MaHGrBOy1 ...

As we speak here this morning, there are hundreds of thousands of federal workers who are getting their furlow notices. Nearly half of our civilian workforce is being sent home. These are hardworking Americans who work for our federal government.Our troops and our border patrol agents will have to go to work, but they'll be working without pay. Food assistance, veterans benefits, and vital support for women and children are all coming to a halt. Now, thankfully, President Trump is trying to mitigate the dam ...

The Trump administration plans to allow permits for oil drilling and other work on “priority conventional energy projects” to continue during the government shutdown, while work on some renewable energy projects will halt https://t.co/zMmNsU5Uho ...

While a government shutdown won't prevent Social Security checks from going out or interrupt Medicare coverage, parts of the programs may slow down or shutter for the duration. https://t.co/Nvt2PqN6Ky ...

US private sector employment fell in September. The government shutdown will likely delay Friday's release of the official monthly jobs report.https://t.co/i6LR46Ku7P ...

Defense Sector Performance During Shutdowns - Defense stocks may experience short-term fluctuations during government shutdowns, but legacy programs and critical operations are likely to maintain funding [1] - Historically, the aerospace and defense industry has outperformed the S&P during government shutdowns [3] - Geopolitical volatility generally acts as a tailwind for the defense and aerospace sector [4] Investment Opportunities - Cabelli Commercial Aerospace and Defense ETF (GCAD) holds significant positions in companies like Hexel, which produces composite materials for defense weapon systems and commercial aircraft [5] - Boeing is favored due to its weapons systems contracts, including the F47, and its substantial commercial aircraft backlog [5][6] - Graham Corporation, which manufactures parts for nuclear reactors on submarines, is expected to benefit from increased undersea and shipbuilding activities in the Asia-Pacific region [8] Impact of Geopolitical Tensions - Tensions between the US and China, despite not being a direct military conflict, are creating an adversarial environment that necessitates continued defense spending [6][7][8] - Development in undersea and shipbuilding is anticipated to counter China's military advancements and project power in the Asia-Pacific region [8] Potential Areas of Impact - The IT space and government services sectors are expected to be more significantly impacted by prolonged shutdowns [10] - The rise of AI is anticipated to bring long-term structural changes to the IT and government services industries [10] - Kinetic weapon systems, intelligence, space defense, and ISR (Intelligence, Surveillance, and Reconnaissance) related companies are projected to perform well in the long term [10]