Copper rose as investors focused on the outlook for Federal Reserve interest rates amid a US government shutdown https://t.co/SCBgyWWgpD ...

🇺🇸 Kansas City Fed study says aging populations and falling interest rates could drive massive long-term demand for assets like Bitcoin between now and 2100. https://t.co/luhNRXt9BS ...

Hungarian PM Orban favors lower interest rates to boost the economy ahead of next year’s crucial election https://t.co/EaPRQFkCkQ ...

We've got Stephanie Link, chief investment strategist and portfolio manager at High Totower Investors as well as a CNBC contributor. Uh she is working. She is not a government worker and she's got data or at least some information to impart to us about how you're thinking about playing this market right now.>> Yeah, we've I've got some data. Um the uh economy, Andrew, is running at 3.8% GDP. in the face of all these unknowns with regards to the government shutdown and tariffs, inflation, geopolitical issues ...

We start with the jobs market, where soft data are holding the Federal Reserve back from cutting rates more and cutting them faster. Steve Rattner is chair and CEO of Willett Advisors, which manages the personal and philanthropic money of Michael Bloomberg, our founder and majority shareholder. Steve has been watching the US economy closely as an investor and gave us his outlook.Steve, the labor market is really top and center. We got a prior problem before we get to the state of the labor union, which is w ...

🚨 MARKETS: Could Trump's "tariff dividends" actually hurt crypto in the long run?Don Kaufman from @TheoTrade explains why putting cash "out on the streets" is short-term positive for crypto but ultimately "pouring fuel on an inflation fire," leading to higher interest rates. https://t.co/6ndbpyZIIN ...

The Fed has plenty of reasons to worry, but not enough to cut interest rates, says former New York Fed president Bill Dudley (via @opinion) https://t.co/fB0Uagn6Qd ...

Market Impact of Government Shutdown - The market has historically performed reasonably well during government shutdowns [2] - Current market strength is attributed to AI excitement, global rallies, and certainty about interest rates [3][4] - Equity investors may not have the longest attention span, focusing on immediate impacts like the potential for an October Fed rate cut [23] - The equity market is currently placid about the government shutdown, caught up in its own preoccupations [25] Economic Data and Analysis - Government shutdown leads to upgrading the priority and significance of available non-government data [6] - There's a risk associated with relying on non-government data, which may not be as reliable as government data [8] - Economists are focusing on broader themes rather than specific monthly numbers due to data uncertainty [15] - The economic data is deferred, not derailed, but the shutdown highlights changes in the economic profession [17] Debt and Deficits - The US has $375 trillion in debt, a $2 trillion budget deficit, and over $1 trillion a year to service the debt [9] - The government shutdown is fundamentally about spending more money than the country has [10] Impact on Employment - A general rule of thumb is a 01 percentage point impact on the economy for each week of the shutdown [19] - If the shutdown extends beyond October 17th, there could be a significant impact on the October unemployment rate, potentially as high as 48% [19] - The US needs to create 40000 jobs to keep the unemployment rate stable [29]

Monetary Policy - The ECB can maintain current interest rates barring unforeseen economic shocks [1] - Governing Council member Martins Kazaks suggests a stable rate environment unless the economy deteriorates [1]

Deputy Governor Shinichi Uchida reaffirms the BOJ's standing policy to raise benchmark interest rates if the economy performs in line with forecasts https://t.co/CrDqkNaaY7 ...