Morning Brew Daily How Long Will The Gov Shutdown Last? & Peloton Mounts a Comeback
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Oct 2, 2025 The potential economic fallout from the government shutdown looms large as experts predict long-lasting effects. Peloton aims to reclaim its former glory with AI-driven features and new strategies. Meanwhile, Meta plans to leverage AI chat data for targeted advertising. Amazon is shaking things up with a budget-friendly grocery line to attract cost-conscious consumers. Bitcoin is making headlines with a significant rally, alongside discussions about book bans highlighting the most restricted authors.
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Short Shutdowns Usually Have Limited GDP Impact
- Historical shutdowns rarely dent GDP, unemployment, or retail sales much over short periods.
- The risk rises if furloughs become permanent layoffs, which would amplify economic harm.
Shutdowns Raise Data Gaps For The Fed
- Prediction markets estimated the current shutdown at roughly 11 days, with low odds of an immediate deal.
- Missing official BLS data leaves the Fed more reliant on imperfect private indicators like ADP.
Shutdowns Ripple From IPOs To Lunch Spots
- The shutdown can choke the IPO pipeline because the SEC can't approve filings during a lapse.
- Local services and DC-area restaurants also feel immediate demand effects from furloughed workers.
