Government Shutdown Impact - Bond market is expected to react to a government shutdown, potentially leading to increased bond yields due to uncertainty about the Federal Reserve's actions [2] - A prolonged government shutdown could shave approximately 10 basis points off the GDP each week [5] - Historically, markets have shown an average increase of 1% the week before and 4% the week after government shutdowns [6] Market Seasonality and Federal Reserve - Historically, September tends to be a negative month for the S&P 500, but this pattern has not been observed this year, shifting focus to October and the Federal Reserve's actions [7][9] - In years where the market is up 15-20% in the first three quarters, the fourth quarter typically sees returns of around 5-5% [8] - The market is waiting to see what the Federal Reserve actually does in October [9] AI and Technology Stocks - Nvidia is considered a strong player in the AI trade, with potential growth in quantum computing and robotics [11] - The AI trade is still in its early stages, driven by corporate spending on chips to compete for the future [14] - The performance of the Magnificent Seven (Mag7) stocks post-Federal Reserve pause and interest rate cuts is being compared to historical patterns [15]

Is the Federal Reserve's benchmark interest rate still relevant? Here's the debate https://t.co/rkjwNI2dzm ...

Citadel’s Ken Griffin said he expects the Fed to cut its benchmark rate once more in 2025 as the central bank turns its focus to the labor market https://t.co/N5YJQ8IReW ...

The Bank of Japan may raise its benchmark interest rate as soon as next month, according to a former BOJ board member, backing intensifying market speculation over an impending move https://t.co/uDa00YhAZu ...

Officials at the Federal Reserve, including Chair Jerome Powell, are keeping their options open as they deal with an economy pulling the central bank's key interest rate in two directions at once. https://t.co/SXdQlqUqy7 ...

The Chicago Fed introducing new labor market indicators this morning that com combine private sector data with official labor statistics for a real time view of hiring layoffs uh and other job information. And join us now Chicago Fed President Austin Goulby. We How you doing, Mr.. President. It's good good to have you on. We got some new data.I'm excited. And you know why I like it. because, you know, say what you will about, you know, the big kurfuffle with the the BLS firing and all that stuff.It did high ...

🇺🇸 FED GOVERNOR MIRAN: "After steep cuts, a little more cutting in 2026, 2027" 👀 ...

💥BREAKING:🇺🇸 FED President Raphael Bostic expects no further rate cuts this year after the September rate cut. https://t.co/SH1zT9kxuK ...

Economic Policy Impact - Trump's economic policies are pushing down inflation [1] - This creates an opportunity for the Federal Reserve to cut its key interest rate swiftly and steeply [1]

The Fed’s rate cut will likely reduce U.S. borrowing costs for short-term Treasury bills, but annual interest expense won’t shrink much https://t.co/7zYnURidML ...