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Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of policy from the past week. Every Wednesday, we’ll wrap up finance, and every Friday, we’ll take on tech.

This week, we’ve got…

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After six weeks of political theater, Congress finally reopened the government with a “clean” funding extension through January 30. The bill covers key areas like veterans’ programs, agriculture, and the FDA, while locking in flat spending levels aligned with Trump administration priorities. Lawmakers are calling it a return to “regular order,” though traders have been (jokingly) calling for the government to shut down again because stock prices have been dropping consistently.

The reopening ends uncertainty for federal contractors, defense suppliers, and rural infrastructure projects that were frozen mid-stream. Yet missed paychecks, delayed data, and shaken confidence could still weigh on fourth-quarter growth. Kevin Hassett estimated the shutdown may have shaved up to 1.5 percentage points off GDP, though some of that could rebound as spending resumes.

So, government-linked sectors like defense, construction, and agriculture finally got their funding lifeline back. But with another deadline looming in January, the market’s patience for political brinkmanship is wearing thin.

Stocks suffered their worst day in a month as the Fed's December rate cut transformed from a sure thing to a long shot. The S&P 500 dropped 1.6%, the Nasdaq tumbled 2.3%, and the Dow shed 797 points after hitting a record high just one day earlier.

Rate cut odds collapsed from over 90% to under 50% in two weeks, with Fed officials openly divided. Boston Fed's Susan Collins set "a relatively high bar for additional easing" while six officials now favor pausing cuts versus three supporting continued easing.

Tech stocks bore the brunt as reality set in: without fresh economic data, the Fed might just pump the brakes. If you're holding rate-sensitive growth names, expect more days like Thursday until the data fog clears.

Elected officials have had a tremendous amount of success in the market recently.

I want to keep you updated on what they’re trading and when so you can leverage that intel as you plan out your own portfolio.

Data provided by AltIndex and Quiver Quantitative.

Remember to always DYOR.

That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.

Till next time,
— Brandon and Blake with Invested Inc.