MFS Investment Management’s Market Insights (Oct 2025) reviews the investment implications of the latest U.S. government shutdown.
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Historically, shutdowns average one week in duration, with Treasuries often rallying and the S&P 500 showing flat returns.
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Extended closures can shave 0.2% off GDP per week, though most lost output rebounds once funding resumes.
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Sector-level risks matter more: defense, aerospace, and IT firms reliant on federal contracts may see temporary dislocations, creating opportunities for active managers.
How can investors position to capture opportunities amid political noise? Read the full analysis for deeper insights.
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