Is the US Government Shutdown Secretly Good for Stocks?
Update: 2025-10-06
Description
Is the US government shutdown secretly good for stocks because the disruption in economic data means markets don't have to see news challenging Fed rate cut bets? tastylive's Head of Global Macro Ilya Spivak weighs up what price action across stocks, bonds, currencies, and commodities seems to be saying as the US government shutdown drags on, then previews the macro event risk lining up to shape what's next.
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