All the major asset classes posted gains in September, extending a broad-based rally in recent history. The year-to-date results also reflect across-the-board wins, based on a set of proxy ETFs.
Daily Archives: October 1, 2025
Macro Briefing: 1 October 2025
The Federal government shut down for the first time since 2019. The odds still look low for a political compromise in Congress and so it’s unclear how long the shutdown will last. The Senate is expected to vote again today, likely on the same two measures that failed Tuesday. The betting market Kalshi is currently pricing in 79% odds that the shut down will last more than 5 day.
