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The US government shut down last week, and markets barely noticed. If the closing of federal agencies, which is delaying key economic reports, is a risk factor, it's not obvious on Wall Street.
Ruchir Sharma, Rockefeller International chairman and Breakout Capital CIO, joins CNBC to discuss his Financial Times column, why America's economy and markets are increasingly dependent on AI investment, and where he sees stronger opportunities abroad.
Federal government shutdown prompts $4 million in prediction market bets, with 72% of Polymarket traders expecting at least two-week duration.
U.S. stocks traded mixed this morning, with the Dow Jones index falling more than 100 points on Monday.
The S&P 500 has surged ~100% since its pre-COVID peak, with total returns of 115% including dividends, defying my bearish expectations. My thesis underestimated the impact of rising valuations, as FCF multiples expanded 8% annually, driving most of the market's gains.
When it comes to market themes, one that @CharlesSchwab's Liz Ann Sonders is watching how investors are "broadening out" to seek new value plays. She adds that as earnings season approaches, it won't be about the earnings themselves but instead the outlook companies post.
As the S&P 500 continues to trade at new highs, Evercore ISI analyst Julian Emanuel has suggested that the index is likely to rise by about 33% by 2026.
That's Paul Tudor Jones, the billionaire investor and founder of Tudor Investment, who said the setup in markets these days reminds him of late 1999, just as the dot-com bubble was nearing its most extreme level.
AMD's OpenAI deal lifts tech stocks as Nasdaq rises. Traders eye Fed speakers, M&A buzz, and a small-cap breakout in a bullish US stock market today.
Three dynamic energy stocks have asserted themselves as top picks for value investors this week, each breaking into the top decile of value rankings among their peers.
Space Force awards $1.1 billion in launch contracts to SpaceX, United Launch Alliance. Blue Origin left out of this batch.
Taking inflation and wider margins into account, U.S. stocks are nowehere near as expensive as they were in the late 1990s.
John Plassard, partner and head of investment strategy at Cité Gestion, discusses the market ramifications of French Prime Minister Sebastien Lecornu's resignation.
The Cassidy-Kaine proposal also diverts Congressional attention from really fixing Social Security
On March 10, 2000, the Nasdaq-100 traded at 5,048.62. On October 9, 2002, it had dropped to 1,114, down 78% from its peak.
Key Takeaways
At one minute past midnight on 1 October 2025, much of the U.S. government shut down because of a political impasse, and it stayed shut down through the rest of the trading week. Investors reacted by sending the S&P 500 to new record high closes on each trading day of this latest shutdown.
As the US government shutdown lurches into a second week, Michael McKee runs down the economic data that's at risk of being disrupted this week and previews Federal Reserve speakers due to comment on policy and data in the week ahead. -------- More on Bloomberg Television and Markets Like this video?
Independent Institute senior fellow Judy Shelton warns the central bank is ‘flying blind,' criticizing its policies as disconnected from market reality and global yield trends on 'Mornings with Maria.'
White House National Economic Council Director Kevin Hassett joins 'Squawk Box' to discuss the state of the government shutdown, impact on the economy, state of U.S. trade negotiations, and more.