

Yiannis
LiferSteve posted an update a week ago
Why Stocks Can Rise Even in a Government Shutdown
- Rate Cuts & Fed Expectations
- The dominant narrative is still “Fed is cutting” or “Fed has room to cut.” A weak economic backdrop gives the Fed cover to ease, and rate cuts are bullish for equities. Traders are already pricing in ~40 bps of easing into year-end.
- “Bad News = Good News”…
Steve posted an update a week ago
The Bearish Weight of a Government Shutdown on the Economy and StocksIntroduction
A U.S. government shutdown is more than a political standoff — it’s a direct shock to the economy, financial markets, and investor confidence. While short-term shutdowns can seem like temporary noise, the truth is they compound systemic risks at a time when…
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