Real Vision: Finance & Investing US Shutdown Uncertainty, Gold Surge, and Crypto ETNs Return: PALvatar Market Recap, October 08 2025
Oct 10, 2025
In a lively market recap, an impending U.S. government shutdown heightens demand for safe-haven assets like gold, which has soared to historic highs over $4,000. Meanwhile, political instability in France and Germany's industrial slowdown signal macroeconomic turbulence. On the bright side, the UK reopens crypto ETNs, and the U.S. hints at a crypto innovation exemption to spur development. All eyes are on the shifting landscape as global trends unfold, impacting traders and investors alike.
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Safe Havens Surge During Shutdown
- The US shutdown is driving demand for safe havens like the dollar and gold as uncertainty rises.
- Gold topped $4,000, up ~50% YTD and >100% in under two years, showing strong crisis-driven flows.
Data Gaps Elevate Fed Commentary
- The shutdown is disrupting official US data flows, raising focus on Fed commentary and delayed minutes.
- Carlyle's survey suggests job growth slowed to ~17,000 in September, signaling weaker labor conditions.
Europe Faces Political And Industrial Strain
- Political turmoil in France and a sharp German industrial contraction are weighing on the euro.
- Germany's industrial production fell 4.3% month-over-month, much worse than expected, adding to European risk.