This week we'll discuss whether the continued government closure in the US will begin to frighten investors trying to find fresh & up to date signals on the health of the economy. The 10 year bond yield is below the Fed rate. Mortgages in the US normally price off the 10 year rate. Are we going to witness a resurgence in the housing market?

Plenty of talk in the investor world about bubbles bursting and Black Swans on the horizon. We don't see it. The US is in a downward interest rate environment, the consumer remains resilient, the tax benefits of the big beautiful bill are coming and government need for short term funding is declining thanks to tariff receipts.

Valuations are high and Q3 earnings announcements will impact short term stock movements more than ever. However, the US remains the overweight in global portfolios as momentum and liquidity remains strong.

Always do your own research or seek the advice of your professional financial advisor.

You can find us on LinkedIn and YouTube, Money Matters, Ben Hakham CEO at Traderoutes Capital.