
Javier Pasto
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- Government shutdown begins as Senate deadlock leaves no path to restore funding, threatening programs and services.
- Japan's markets surge after Sanae Takaichi's election as ruling party leader, pushing Nikkei 225 to record highs and sparking a "Takaichi trade" of long equities and short Japanese government bonds.
- Analysts see a bifurcated market: durable, cash-generating large caps and momentum winners versus high-risk, speculative growth names and cash-burning laggards.
20 days

United States Politics
Discover the latest news, candidates, and key topics of US politics
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View News Summary
- Government shutdown begins as Senate deadlock leaves no path to restore funding, threatening programs and services.
- Japan's markets surge after Sanae Takaichi's election as ruling party leader, pushing Nikkei 225 to record highs and sparking a "Takaichi trade" of long equities and short Japanese government bonds.
- Analysts see a bifurcated market: durable, cash-generating large caps and momentum winners versus high-risk, speculative growth names and cash-burning laggards.
20 days

United States Politics
Discover the latest news, candidates, and key topics of US politics
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News from Javier Pasto