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BEARISHNotable comment · 2/5

US data vacuum widens potential economic outcomes

The guest argued the ongoing US government shutdown and lack of economic data could become a market concern as uncertainty about the economy widens.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
DORMANT · 5 MENTIONS · 3 SHOWS
3 OCT 2025 — 28 OCT 2025
2 SUPPORT · 2 REPEAT · 1 MENTIONED
  1. 3 OCT 2025 · FIRST HEARD
    GOLDMAN SACHS EXCHANGES: THE MARKETS
  2. 3 OCT 2025
    BARRON'S STREETWISE
  3. 10 OCT 2025
    GOLDMAN SACHS EXCHANGES: THE MARKETS
  4. 24 OCT 2025
    GOLDMAN SACHS EXCHANGES: THE MARKETS
    • US data vacuum widens potential economic outcomes · THIS IDEA
  5. 28 OCT 2025
    THE ALPHA EXCHANGE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE