Ben Squared: 7th October: US Shutdown, Japanese Politics and the Everything Rally

In the latest Ben Squared podcast the resident pairing review whether it is still appropriate to largely ‘ignore’ the US Government Shutdown, at least from an investment perspective. From there the duo ponder how the US Federal Reserve is managing in the absence of some important data the government would ordinarily provide, particularly at a moment when decision making is so finely balanced. The discussion then pivots to Japan where political developments appear to be having a material impact on markets, before a broad discussion general market strength. Finally, the Bens discuss what risks are lurking to undermine this period of (phenomenal) appreciation from capital markets. This podcast was recorded on 6th October 2025.  *This podcast is for UK Professional Clients Only. Capital at Risk. Past performance does not predict future returns.Hosted on Ausha. See ausha.co/privacy-policy for more information.