Squawk on the Street SOTS 2nd Hour: Government Shutdown Impacts, A Read on the AI Trade, & LIVE: Tonight Show's Jimmy Fallon 9/30/25
Sep 30, 2025
Jimmy Fallon, the late-night host known for his humor and creativity, joins to discuss his new reality competition series, On Brand. He shares the inspiration behind the show, focusing on creative marketing ideas and the diverse range of contestants, from influencers to professors. Fallon also touches on how late-night comedy navigates the political landscape while maintaining its playful tone. He highlights recent guests on The Tonight Show and shares premiere details for his new series, which promises to be a fun blend of branding and competition.
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Gold Rallied Amid A Weak Dollar
- Gold rallied strongly in Q3 as the dollar weakened and investors sought hard assets despite equity gains.
- This signals broader concerns about dollar credibility and U.S. asset allure, not just risk-off flows.
Dollar Decline Raises Credibility Questions
- The dollar's year-to-date 10% decline has boosted gold and raised questions about U.S. asset credibility.
- Currency weakness can reflect political or Fed credibility concerns, not just macro economics.
Shutdown Is More Political Theater
- The current shutdown threat is driven more by political signaling than big policy gaps.
- That means a short standoff is likelier unless concessions on issues like ACA subsidies are formalized.