Government Shutdown Looms: Bond Selloff & Fed Caution on Rate Cuts

Andrew Brenner discusses why a potential government shutdown could be different this time around for markets and the economy. With a funding deal still out of reach, Brenner believes the uncertainty surrounding the release of key employment data could lead to a selloff in bonds and potentially make the Fed more cautious about cutting rates. He also discusses the impact on long-term treasuries, citing concerns about the long end of the yield curve, and argues that despite the Fed's likely rate cuts, there's limited room for further declines.

Market On Close

30 Sep 2025

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