Markets and the Government Shutdown

As a government shutdown drags on, Keith Gangl analyzes the actual economic impact versus the market's historical reaction, explaining why stocks often remain resilient despite the headlines. He breaks down how the lack of official data—like the jobs and inflation reports—complicates the Federal Reserve's next interest rate decision, adding uncertainty for investors. Keith then shares which sectors are truly exposed to government contracts and which ones offer defensive opportunities to weather the current political storm.