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The Shutdown’s Breaking Point & What Comes Next for Stocks
We’ve hit day 41 of the longest U.S. government shutdown in history—and the market is finally starting to show the strain. In this week’s Wall Street Truthbomb, Mark Malek breaks down what’s really happening beneath the surface: a Fed that looks uncertain, valuations that look stretched, and a labor market that’s losing altitude. From weakening consumer confidence to rising layoff announcements, the data tells a more fragile story than the market’s calm exterior suggests.
We’ll dig into the latest ISM surveys, the chilling signal from the University of Michigan sentiment report, and why the Senate’s so-called “resolution” might be more of a timeout than a fix. Plus, what this all means for the upcoming CPI and PPI reports—and how inflation could rewrite the script for rate cuts before year-end.
This isn’t just politics or posturing—it’s about how real paychecks, real earnings, and real prices intersect. As Mark says: Patience isn’t passive—it’s selective.
In this episode:
The true market impact of the 41-day shutdown
What ISM, ADP, and Challenger data reveal about the economy
How tariffs and sticky services inflation are reshaping margins
Why the “wealth effect” is masking Main Street pain
What to watch in CPI & PPI if data finally comes back online
Truthbomb: Markets don’t move on headlines—they move on reality.
Substack: https://substack.com/@wstruthbombs
X: https://x.com/WSTruthBombs
Patreon: https://www.patreon.com/wstruthbombs
BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social
TikTok: https://www.tiktok.com/@wstruthbombs
Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.
#inflation #investing #governmentshutdown #government #stockmarket #stocks #foryou #financialmarkets #economy #trending
Support the show
View all episodes
By Wall Street TruthbombsWe’ve hit day 41 of the longest U.S. government shutdown in history—and the market is finally starting to show the strain. In this week’s Wall Street Truthbomb, Mark Malek breaks down what’s really happening beneath the surface: a Fed that looks uncertain, valuations that look stretched, and a labor market that’s losing altitude. From weakening consumer confidence to rising layoff announcements, the data tells a more fragile story than the market’s calm exterior suggests.
We’ll dig into the latest ISM surveys, the chilling signal from the University of Michigan sentiment report, and why the Senate’s so-called “resolution” might be more of a timeout than a fix. Plus, what this all means for the upcoming CPI and PPI reports—and how inflation could rewrite the script for rate cuts before year-end.
This isn’t just politics or posturing—it’s about how real paychecks, real earnings, and real prices intersect. As Mark says: Patience isn’t passive—it’s selective.
In this episode:
The true market impact of the 41-day shutdown
What ISM, ADP, and Challenger data reveal about the economy
How tariffs and sticky services inflation are reshaping margins
Why the “wealth effect” is masking Main Street pain
What to watch in CPI & PPI if data finally comes back online
Truthbomb: Markets don’t move on headlines—they move on reality.
Substack: https://substack.com/@wstruthbombs
X: https://x.com/WSTruthBombs
Patreon: https://www.patreon.com/wstruthbombs
BlueSky: https://bsky.app/profile/wstruthbombs.bsky.social
TikTok: https://www.tiktok.com/@wstruthbombs
Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.
#inflation #investing #governmentshutdown #government #stockmarket #stocks #foryou #financialmarkets #economy #trending
Support the show