Evan Frazier, CFA, CAIA
Senior Research Analyst
The federal government will shut down if Congress is unable to pass funding legislation by October 1, and a bill appears increasingly unlikely amid contentious debates among lawmakers regarding levels of future spending. While some essential government employees (e.g., law enforcement personnel) will be unaffected and benefits like Medicare and Social Security will continue to be paid, other disruptions will likely arise as a result of a shutdown. This newsletter seeks to outline these disruptions and the potential implications of a prolonged stoppage on certain functions of the federal government.
The opinions expressed herein are those of Marquette Associates, Inc. (“Marquette”), and are subject to change without notice. This material is not financial advice or an offer to purchase or sell any product. Marquette reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs.
07.24.2026
This video is a recording of a live webinar held July 23 by Marquette’s research team analyzing the first half…
07.22.2026
The usual midyear version of these letters has touched on year-to-date performance as well as the most influential macroeconomic and…
07.20.2026
Our most recent Chart of the Week publication discussed how the AI investment opportunity has expanded beyond…
07.13.2026
One of the enduring lessons of the California Gold Rush is that the greatest fortunes were often made not by…
06.25.2026
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06.15.2026
The rapid buildout of artificial intelligence infrastructure is reshaping the U.S. investment landscape. According to recent Census Bureau data, spending…
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