Government Shutdown

The Federal Government Shutdown, begun Thursday 10/2, continues with no obvious end in sight.

Policymakers and markets have entered uncharted territory without employment data that the government withheld because of its shutdown.

 

In the past, when the market was overvalued as it is now, a 60/40 portfolio almost always beat the S&P 500 over the subsequent decade.

 

The S&P 500 bottomed in March 2009 after the Global Financial Crisis at the scary number of 666; it has now topped 6,666. Meanwhile, CAPE suggests that stocks are at their most expensive since the dot-com bubble. 





Source:  “The Madison Weekly Market Wrap”, October 6, 2025.



By Frank Cherniawski August 20, 2025
President Trump’s new tariffs on more than 90 countries went into effect raising the average U.S. tariff rate to the highest levels in a century.
By Lance Docken July 10, 2025
Gen Z is contributing to their 401(k)s much earlier than millennials did, reports show, and young women are being particularly aggressive about saving.
By Heather Martin June 18, 2025
U.S. Reaching Trade Deal With China
May 15, 2025
Interest Rates Held Steady But Could They Generate a Rise in Inflation?
By Frank Cherniawski March 20, 2025
The wholesale price of eggs is on the rise, and so is the cost of restaurant breakfast specials.
By Frank Cherniawski January 23, 2025
Inflation Stalling, But Not Rising
By Frank Cherniawski December 6, 2024
Social Security Waiting is Big
By Frank Cherniawski October 30, 2024
The Economy Is Humming & Inflation Has Cooled Off, But...
Household incomes rose last year for the first time since the covid-19 pandemic
By Frank Cherniawski September 25, 2024
Household Incomes Rose Last Year for the First Time Since the Covid-19 Pandemic
By Frank Cherniawski July 23, 2024
Tech and Energy Stocks Remain Top Performers for 2024 YTD
Show More