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1. Recent volatility across the stock and bond markets has been amplified by a series of financial disruptions involving regional banks and leveraged sectors.  Concerns resurfaced after reports of distress at Zions Bank and Western Alliance, which reignited fears of weakness within [...]

  1. The United States government shutdown began October 1, 2025.  It disrupted agencies like the Bureau of Labor Statistics and Bureau of Economic Analysis. Most economic data releases for October 13 to 17 are delayed. This includes the Consumer Price [...]

1. This week’s economic data is being overshadowed by the release of the FOMC meeting minutes, which revealed a divided Federal Reserve, with most policymakers expecting two additional interest rate cuts by the end of 2025.  The minutes showed ongoing debate [...]

1. Government shutdowns in the U.S. are largely viewed as political posturing rather than economic crises, which is why markets rarely react meaningfully. While they may cause short-term disruptions to government services or delay data releases, shutdowns are typically brief and [...]

1. The Atlanta Fed’s upbeat projection that U.S. real GDP will grow by around 3.4 percent in the third quarter signals stronger momentum than many observers expect, especially in light of mounting headwinds from tariffs and their ripple effects through the [...]

1. The Federal Reserve has reduced interest rates by 25 basis points at its September meeting, emphasizing a data-dependent stance with further cuts possible to bolster economic growth.  The critical question is: How deep will this cut be, and how [...]