A Very Political Week

Published on November 11, 2025

With the next deadline at the end of January, well past Christmas, another shutdown and spending battle is brewing early next year. Investors will need to watch the next one closely to see if policymakers who want to control deficit spending are able to make progress.

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America’s K-Shaped Economy

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We are living through what Torsten Slok of Apollo Global Management calls a K-shaped economy, with the two arms of that K moving in radically different directions.

Economy Holding In Amid Shutdown and Mixed Labor Signals

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Markets are balancing this risk against the belief that the impasse will resolve soon, with short‐term “betting markets” still implying only a modest probability of prolonged gridlock ahead of the Thanksgiving travel week.