What to make of the US shutdown

Bondcast - The Rates Podcast · Oct 3, 2025 · 16m

This week host Joann Spadigam is joined by Ian Vanderhorn to analyse what the US Government shutdown means for markets, and the data they rely on. They also delve into the political dynamics behind the shutdown, and the reaction in markets. But it's not all about the US... they also focus on the impact of pension fund transitions in Europe and what this means for bond markets there.

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This episode…