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In today's episode of The Right Side with Doug Billings, Doug cuts through the noise surrounding government shutdowns, criminal referrals, and viral political claims to focus on something deeper: standards.What does a partial government shutdown actually mean — and why did the Founders design the system to slow power instead of accelerate it? What is a criminal referral, what it isn't, and why a Republic never confuses a request for review with a verdict.Doug introduces a practical, citizen-level framework for separating allegations from evidence, explains how investigative “files” really work, and walks listeners through the Evidence Ladder — from rumor to conviction.This is a calm, civic conversation about proof, due process, and why a free society survives not on volume, pressure, or outrage — but on standards that protect both the innocent and the truly wronged.If you believe truth should come before trends and justice should come before the crowd, this episode is for you.Support the show
The government is in a partial shutdown, Democrats refused to fund the Department of Homeland Security as well as other major departments and their agencies, including the Defense Department, State Department, Department of Labor, Department of Health and Human Services, Department of Education, Department of Transportation, Department of Housing and Urban Development, Treasury Department and the Internal Revenue Service. Melania the movie is triggering lefties and their news outlets as it crushes at the box office with best opening weekend for a documentary in 14 years. Don Lemon has been indicted by a grand jury and is now on his Leftist martyrdom tour, he got a stand ovation at The Grammy's and is set to appear on Jimmy Kimmel tonight. Dr. Ben Carson joins me today to discuss his role as advisor to the USDA and HHS. The Trump administration has ended the war on whole milk. The nutrients in whole milk are essential to our children's development and the kids actually love the way it tastes. Flipping the food pyramid and encouraging people to eat real food will have a tremendous impact on the overall health of Americans and increase life expectancy, which has actually gone down before the Trump administration. In 1963 a Florida Congressman introduced 45 Communist goals, it's shocking how many of the have made their way into American society. One of which is to infiltrate our school systems to soften the curriculum and transmit Socialist and Communist propaganda. Dr. Carson wants to see an expansion of school choice so parents can thwart this indoctrination and send their children to a school of their choosing. President Trump acknowledged national school choice week with a proclamation to renew our commitment to empowering every American parent with the freedom to forge their family's — and our Nation's — future. Featuring: Dr. Ben Carson Founder | American Cornerstone Advisor | USDA, HHS, FDA Little Patriots is a free, online resource to teach children American history and values today: https://www.youtube.com/@littlepatriotslearning Champion Conservative solutions to our nation's toughest challenges: https://americancornerstone.org/ My latest book Trump 2.0: The Revolution That Will Permanently Transform America is available for preorder, just click the link: https://a.co/d/67kKgje Today's show is sponsored by: Beam Are you tossing and turning at night and running on fumes during the day? If so, then you are missing out on the most important part of your wellness, sleep. If you want to wake up refreshed, inspired and ready to take on the day then you have to try Beam's Dream powder. This best-selling blend of Reishi, Magnesium, L-Theanine, Apigenin and Melatonin will help you fall asleep, stay asleep, and wake up refreshed. So if you're ready for the best night of sleep you ever had just head to https://shopbeam.com/SPICER to receive 40% off your order. American Financing American Financing has been helping homeowners save money for 25 years. American Financing is America's home for home loans. Right now, mortgage rates are at a three-year low, and my friends at American Financing are helping homeowners pay off that high interest debt at rates in the low 5s. American Financing customers are saving an average of $800 per month. So call 866-891-7332 today to see how you can save or visit https://apply.americanfinancing.net/spicer and tell them Sean Spicer sent you! ------------------------------------------------------------- 1️⃣ Subscribe and ring the bell for new videos: https://youtube.com/seanmspicer?sub_confirmation=1 2️⃣ Become a part of The Sean Spicer Show community: https://www.seanspicer.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Most Americans don't even realize we're in a partial government shutdown—and that fact alone says a lot about how dependent we've been trained to think government is. In today's episode, Todd Huff breaks down what's actually happening with the shutdown, which agencies are affected, and why the media barely notices anymore.But the real fight is over the SAVE Act—a common-sense proposal that would require proof of U.S. citizenship when registering to vote. Todd explains what the SAVE Act is (and isn't), why Democrats are fighting it so aggressively, and how election integrity became a forbidden topic overnight. If requiring citizenship to vote sounds controversial, this conversation exposes exactly why.
Congress rushes to end the government shutdown, Trump threatens to sue Trevor Noah, and Punxsutawney Phil gives winter-weary folks some chilling news. Get the facts first with Evening Wire. - - - Ep. 2612 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Privacy Policy: morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Let's talk about a government shutdown, funding, and Trump....
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Monday, February 2. The seven stories you need to know today. Read today's briefing.If you're not a subscriber, click here to start.
James Golden aka Bo Snerdley talks about the partial Government Shutdown the Democrats caused, the liberal reaction from the Grammys last night and the leftist media continue their war against I.C.E. Learn more about your ad choices. Visit megaphone.fm/adchoices
Brian, Mark and Nolan discuss the ongoing government shutdown, the implications of Trump's immigration policies, the role of media in shaping public discourse and the arrest of Don Lemon. They delve into the protests surrounding immigration issues and the First Amendment rights of journalists. The conversation also touches on the release of the Epstein files, Melania Trump's documentary, and the potential legal ramifications of Trump's actions against the IRS. The episode concludes with reflections on the current political climate and the future of the Trump administration.Follow us on Twitter: https://twitter.com/JATQPodcastFollow us on BlueSky: https://bsky.app/profile/jatqpodcast.bsky.socialIntragram: https://www.instagram.com/jatqpodcastYoutube:https://www.youtube.com/channel/UCET7k2_Y9P9Fz0MZRARGqVwThis Show is Available Ad-Free And Early For Patreon supporters here:https://www.patreon.com/justaskthequestionpodcastPurchase Brian's book "Free The Press" Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
News with Sean 2-2-2026 …And we have another Government Shutdown
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
The Justice Department has released its final tranche of the Epstein files - we'll look at what they have and haven't included. And, the U.S. in a partial government shutdown again, although this is one is expected to be shorter than the record-breaking shutdown that happened during the fall. Plus, another winter storm is hitting the U-S this weekend, this time, hitting parts of the Southeast.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
The government has once again shut down, but it's not too late to ease the pain. FOX News Chief Congressional Correspondent Chad Pergram joins to explain the drama over this weekend's set of funding packages, spurred on by growing opposition to ICE among Democrats and a growing coalition of Republicans, whether Kristi Noem will remain in place as Secretary of Homeland Security, and what still needs to be done to keep the doors of Capitol Hill open. Later, FOX News Senior White House Correspondent Jacqui Heinrich joins to discuss the shakeup of the Trump Administration's deportation operations in the wake of the killing of Alex Pretti. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode, Jon Sanchez and Jason Gaunt discuss the recent volatility in the markets, focusing on the significant sell-off in precious metals and the implications of the newly appointed Federal Reserve Chairman, Kevin Warsh. They analyze the latest inflation data, the potential impact of a government shutdown, and the overall economic landscape, providing insights for investors navigating these turbulent times.The Jon Sanchez Show is a service of Sanchez Gaunt Capital Management, LLC in Reno, Nevada.Learn more about our services: https://www.sanchezgaunt.com/our-processChapters00:00 Market Overview and Key Events02:53 Precious Metals Sell-Off Analysis05:20 Inflation Insights and PPI Data08:17 Federal Reserve Leadership Transition10:26 Government Shutdown and Market Reactions18:54 Legal Controversies and Political Maneuvering20:38 The Future of the Federal Reserve: Kevin Warsh's Appointment26:13 Market Reactions and Economic Implications31:15 Wrap-Up and Future Considerations33:22 Disclaimer
Border Czar Tom Homan puts anti-ICE activists on notice, Democrats and the White House reach a deal to end the government shutdown, and a federal minority contracting program bans more than a thousand companies after they refuse to prove they did any work. Get the facts first with Morning Wire. - - - Ep. 2607 - - - Wake up with new Morning Wire merch: https://bit.ly/4lIubt3 - - - Today's Sponsors: Boll & Branch - Get 15% off your first order + free shipping at https://BollAndBranch.com/wire with code wire. Shopify - Sign up for your $1-per-month trial and start selling today at https://Shopify.com/morningwire - - - Privacy Policy: https://www.dailywire.com/privacy morning wire,morning wire podcast,the morning wire podcast,Georgia Howe,John Bickley,daily wire podcast,podcast,news podcast Learn more about your ad choices. Visit podcastchoices.com/adchoices
After immigration officials killed two people in Minneapolis this month, congressional Democrats demanded funding for immigration action be separated from other government funding. That's leading to a potential, partial, government shutdown. We unpack the latest from Capitol Hill.Then, why did the FBI raid Fulton County, Ga.'s election center this week, and what does it have to do with President Trump's continued false claims that the 2020 presidential election was stolen?And, we bid a fond farewell to one of our podcast stalwarts.This episode: senior White House correspondent Tamara Keith, congressional reporter Sam Gringlas, immigration policy correspondent Ximena Bustillo, political reporter Stephen Fowler, senior political editor & correspondent Domenico Montanaro, and political correspondent Sarah McCammon.This podcast was produced and edited by Casey Morell & Bria Suggs.Our executive producer is Muthoni Muturi.Listen to every episode of the NPR Politics Podcast sponsor-free, unlock access to bonus episodes with more from the NPR Politics team, and support public media when you sign up for The NPR Politics Podcast+ at plus.npr.org/politics.Learn more about sponsor message choices: podcastchoices.com/adchoicesNPR Privacy Policy
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Friday, January 30. The seven stories you need to know today. Read today's briefing.If you're not a subscriber, click here to start.
Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com
As some Coloradans halt work to protest today, Congress is at work-- to avert a shutdown. The future of ICE is central to both. Then, "I'll consider her case--as I would any other." The governor has said that repeatedly -- when asked about clemency for Tina Peters. We looked into his past pardons for clues. Also, 40 years ago, Americans watched as Challenger broke apart; we speak with a CU Boulder professor who worked for NASA. Plus, we meet Colorado's new poet laureate; Crisosto Apache of Lakewood is the first Indigenous person to hold the title. And, Colorado Wonders about a cluster of curvy courts on Denver's North Side.
In the 5 AM hour, Larry O'Connor and Patrice Onwuka discussed: CAPITAL DISASTER: Residents and commuters vent over failures in D.C. snow removal that have left roads frozen and impassable. SHUTDOWN WATCH: Senate funding negotiations hit a snag as Lindsey Graham and other Republicans object to the latest spending package. DHS STANDOFF: The administration defends Kristi Noem as Senate critics demand her resignation following the Minneapolis shootings. DEEP FREEZE: A rare cold alert for Florida as the arctic blast moves south, bringing sub-freezing temperatures to Tampa. Where to find more about WMAL's morning show: Follow Podcasts on Apple Podcasts, Audible and Spotify Follow WMAL's "O'Connor and Company" on X: @WMALDC, @LarryOConnor, @JGunlock, @PatricePinkfile, and @HeatherHunterDC Facebook: WMALDC and Larry O'Connor Instagram: WMALDC Website: WMAL.com/OConnor-Company Episode: Friday, January 30, 2026 / 5 AM HourSee omnystudio.com/listener for privacy information.
A man was shot by Chula Vista police in Spring Valley after a domestic violence call led to a police chase. This morning, U.S. Senators are expected to vote on a spending bill meant to avoid a government shutdown. The City of San Diego shared a notice that they're adding meters in Mid-City neighborhoods where parking is currently free.
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
In this episode of The Daily Herold, Jon Herold works through a fast-moving news cycle dominated by uncertainty, conflicting signals, and institutional dysfunction. The discussion covers renewed government shutdown threats tied to Homeland Security funding, last-minute negotiations in Congress, and the political maneuvering surrounding short-term funding extensions. Jon also examines market volatility, including sharp movements in precious metals, questions around paper versus physical pricing, and reactions to the proposed Federal Reserve chair nomination. Additional analysis touches on election-related developments, Justice Department actions, and the broader implications of narrative management versus structural reality. Throughout the episode, Jon emphasizes skepticism, timing, and the importance of not taking political statements or market moves at face value. The conversation remains grounded in process, authority, and incentives, offering listeners a real-time assessment of how overlapping political, financial, and institutional pressures are colliding as events continue to unfold.
Interview: Federal Reserve, ICE, Government Shutdown, Russia & Ukraine w/White House Correspondent Jon Decker
AP correspondent Ben Thomas reports a deal has been struck to avoid another government shutdown.
Today's top stories, with context, in just 15 minutes.On today's podcast:1) The Trump administration is preparing for the president to nominate Kevin Warsh to be the next Federal Reserve chair, according to people familiar with the matter. President Trump said Thursday he plans to announce his pick to lead the US central bank on Friday morning. The people, who requested anonymity to discuss matters not yet public, cautioned that the selection is not final until Trump makes a formal announcement. The White House and Warsh did not immediately respond to requests for comment. Warsh, a former Fed governor and one of the four finalists on Trump’s shortlist to be the next central bank leader, visited the White House on Thursday, one person said.2) President Trump and Senate Democrats have reached a tentative deal to avert a disruptive US government shutdown as the White House continues to negotiate with the Democrats on placing new limits on immigration raids that have provoked a national outcry. Trump announced that an agreement had been reached and urged both parties to vote for it. However, lawmakers are almost certain to fail to enact the measure before a Friday night deadline. While a short funding lapse and partial government shutdown is now seen as the most likely scenario, the effect on federal operations would be minimal if it’s swiftly resolved within a couple days.3) The Trump administration is seeking to scale down the number of federal officers in Minneapolis after the killing of two US citizens during immigration raids sparked a nationwide uproar and weeks of protests. Tom Homan, the administration’s “border czar,” said Thursday at a press conference in Minneapolis that officials from Customs and Border Protection and Immigration and Customs Enforcement are working on a “draw down plan” that hinges on cooperation from local, state and federal officials.See omnystudio.com/listener for privacy information.
Just as public sentiment is turning on ICE and Border Patrol's action in Minnesota, another spending bill is due in the U.S. Senate. Can the Democrats use the opportunity to put some restraints on Trump's DHS? Guest: David Dayen, executive editor of The American Prospect.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Elena Schwartz, Paige Osburn, Anna Phillips, Madeline Ducharme, and Rob Gunther. Hosted on Acast. See acast.com/privacy for more information.
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Just as public sentiment is turning on ICE and Border Patrol's action in Minnesota, another spending bill is due in the U.S. Senate. Can the Democrats use the opportunity to put some restraints on Trump's DHS? Guest: David Dayen, executive editor of The American Prospect.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Elena Schwartz, Paige Osburn, Anna Phillips, Madeline Ducharme, and Rob Gunther. Hosted on Acast. See acast.com/privacy for more information.
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
SUBSCRIBE TO JORDAN'S SUBSTACK. Get the facts, without the spin. UNBIASED offers a clear, impartial recap of US news, including politics, elections, legal news, and more. Hosted by lawyer Jordan Berman, each episode provides a recap of current political events plus breakdowns of complex concepts—like constitutional rights, recent Supreme Court rulings, and new legislation—in an easy-to-understand way. No personal opinions, just the facts you need to stay informed on the daily news that matters. If you miss how journalism used to be, you're in the right place. In today's episode: Updates Since the Alex Pretti Shooting: DHS Gives Congress Initial Shooting Report; Agents Who Fired Weapons Placed on Leave; Lawmakers Threatening to Impeach Noem; Bovino Out in Minneapolis, Homan In; New Video Footage of Pretti from Two Weeks Before Shooting (~0:15) FBI Investigating Signal Group Chats in Minneapolis (~19:13) Potential Government Shutdown; Why Democratic Lawmakers Are Blocking DHS Funding (~25:39) Man Arrested After Spraying Rep. Ilhan Omar with Substance at Town Hall Event (~31:34) Judge Prohibits Administration from Deporting Liam Ramos and Father (~40:53) Quick Hitters: Search Warrant Executed at Fulton County Elections Office, Rubio Testifies Before Senate About Venezuela, Trump Launches 'Trump Accounts' for Kids (~48:08) Rumor Has It: Is ICE Going to the Olympics? Did Border Czar Tom Homan Receive an Award From Obama for His Deportation Efforts? (~50:26) Critical Thinking Segment (~53:30) SUBSCRIBE TO JORDAN'S FREE NEWSLETTER. Watch this episode on YouTube. Follow Jordan on Instagram and TikTok. All sources for this episode can be found here. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Thursday, January 29. The seven stories you need to know today.Read today's briefing.If you're not a subscriber, click here to start.
Just as public sentiment is turning on ICE and Border Patrol's action in Minnesota, another spending bill is due in the U.S. Senate. Can the Democrats use the opportunity to put some restraints on Trump's DHS? Guest: David Dayen, executive editor of The American Prospect.Want more What Next? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and across all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen.Podcast production by Elena Schwartz, Paige Osburn, Anna Phillips, Madeline Ducharme, and Rob Gunther. Hosted on Acast. See acast.com/privacy for more information.
Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com
Robach and Holmes cover the latest news headlines and entertainment updates and give perspective on current events in their daily “Morning Run.”See omnystudio.com/listener for privacy information.
Jon Herold walks through a packed news cycle as developments unfold around the Fulton County election investigation, including details from the search warrant and the statutes at the center of the probe. He breaks down what is known, what remains sealed, and why cautious optimism matters as accountability narratives gain momentum. The episode also covers looming government shutdown negotiations, new federal election proposals, and the broader implications for voter confidence and election integrity. Along the way, Jon reflects on market movements, school choice developments, and the importance of resisting emotional whiplash as long-awaited stories evolve in real time. A grounded, unscripted discussion focused on separating signal from noise while keeping expectations firmly in check.
Jennifer Horn is in for Scott and she breaks down what you need to know about the looming Dem shutdown. Plus, Jen is joined by Representative Mike Collins to talk border security and Chad Mizelle discuss restoring the rule of law. https://balanceofnature.com/ https://www.uaustin.org/ See omnystudio.com/listener for privacy information.
'BradCast' 1/28/2026: Government Shutdown Over ICE Funding Now Almost Certain by Progressive Voices
Shut It Down to Stop ICE—And How to Not Die While Saving the Planet | The Karel Show At this point, there's only one real move left: shut it down. Democrats have the power to defund DHS and ICE, but it means being willing to shut down the government and force Republicans to finally blink. And here's the truth: the public is with them. For millions of Americans, the federal government has become more destructive than helpful — and surrendering again would be unforgivable. If it takes a shutdown to: • Withdraw ICE • End masked, unaccountable enforcement • Stop a President from operating what looks like a private army Then Democrats should hold the line and not give in. Do whatever it takes to stop the madness. But it's not all politics today. We also turn to something deeply personal and hopeful: How Not to Die, the new documentary exploring plant-based eating for human health and the planet. The film is airing on UnChainedTV, and we're joined by its founder and president Jane Velez-Mitchell to talk about why food choices matter — for longevity, climate, and our future. Because surviving this moment isn't just about politics — it's also about how we live, eat, and care for ourselves and each other. The Karel Show is live Monday–Thursday at 10:30am PST, streaming on Apple Podcasts, Spotify, iHeart, Spreaker, and more — and simulcast on YouTube, TikTok, and Instagram. If you value independent commentary, support the show at patreon.com/reallykarel — and please like, subscribe, and share. Broadcasting from Las Vegas with my service dog Ember
New details have emerged about Alex Pretti, who died at the hands of ICE officers in Minnesota over the weekend. Border czar Tom Homan heads to Minnesota. Are tensions cooling in Minneapolis? Was Rep. Ilhan Omar (D-Minn.) genuinely attacked, or was it a setup? FCC uncovering massive fraud of its own? Happy anniversary to "An Inconvenient Truth" from Al Gore. Climbing the top of a very tall building for Netflix. "Bananas and rice!" Vice President JD Vance delivers a powerful message at the March For Life. 00:00 Pat Gray UNLEASHED! 00:14 Pat is Back! 01:46 Jeffy Calls In 02:31 Discussing the Death of Anti-ICE Protester Alex Pretti 07:34 President Trump Talks about his Phone Call with Tim Walz 09:10 President Trump on Fraud in Minnesota 11:09 President Trump on Swapping Gregory Bovino with Tom Homan 16:26 Minnesota VS. the Federal Government (Whiskey Rebellion 2.0) 20:31 Tom Homan's Plan for Minnesota 21:54 FLASHBACK: Barack Obama on Illegal Immigration Back in 2010 31:23 Chewing the Fat 52:33 China Funding Anti-ICE Protests in America? 56:24 Stephen Moore on the State of the Economy 57:07 John Fetterman on Government Shutdown over DHS Funding 1:02:13 Ilhan Omar Sprayed with Unknown Substance by Protester 1:12:06 20th Anniversary of 'An Inconvenient Truth' 1:30:23 Bananas & Rice? 1:33:22 JD Vance at 2026 March for Life Learn more about your ad choices. Visit megaphone.fm/adchoices
Send us a textPeaches runs a solo Daily Drop Ops Brief and cuts through another stack of headlines the internet is already misreading. From Army AI platforms and Navy F-35A cross-service testing to Marines flying to Norway on a Patriots jet, Space Force acquisition moves, Coast Guard jet skis, and growing counter-drone authorities, this episode is all about context over outrage. Peaches also explains why some Air Force details stay quiet, why AI in cockpits makes people uneasy, how fraud keeps targeting service members, and why another government shutdown feels inevitable. No hype. No speculation. Just what matters—and what doesn't.⏱️ Timestamps: 00:00 Ones Ready intro and Daily Drop tone 01:40 OTS Alabama plug and pipeline context 03:00 Army Fort Hood case update 03:45 Army CAMO GPT vs GenAI debate 05:00 Navy flying Air Force F-35As at China Lake 06:10 Littoral Combat Ship retention decision 07:30 Marines fly to Norway on Patriots jet 09:20 Air Force Middle East exercise silence 10:30 E-4C airborne command post expansion 12:15 AI cockpit assistance debate 15:30 CENTURY ALOHA exercise overview 16:45 Space Force rapid acquisition tools 18:00 GEO satellite contractor selection 19:10 Coast Guard jet skis for border ops 21:00 Anti-fraud push for service members 22:30 Free TRICARE prescriptions for remote families 23:45 Counter-drone authority expansion 25:00 DoD drone vulnerability report 26:30 Government shutdown outlook 28:00 Final thoughts and wrap-up
Our Deputy Head of Global Research Michael Zezas explains why the risk of a new U.S. government shutdown is worth investor attention, but not overreaction.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Michael Zezas, Deputy Head of Global Research for Morgan Stanley. Today, we'll discuss the possibility of a U.S. government shutdown later this week, and what investors should – and should not – be worried about. It's Wednesday, January 28th at 10:30 am in New York. In recent weeks investors have had to consider all manner of policy catalysts for the markets – including the impact to oil supply and emerging markets from military action in Venezuela, potential military action in Iran, and risks of fracturing of the U.S.-Europe relationship over Greenland. By comparison, a potential U.S. government shutdown may seem rather quaint. But, a good investor aggressively manages all risks, so let's break this down. Amidst funding negotiations in the Senate, Democrats are pressing for tighter rules and more oversight on how immigration enforcement is carried out given recent events. Republicans have signaled some openness to negotiations, but the calendar is really a constraint. With the House out of session until early next week any Senate changes this week could lead to a lapse in funding. So, a brief shutdown this weekend, followed by a short continuing resolution once the House returns, is a very plausible path – not because either side wants a shutdown, but because they haven't fully coalesced around the strategy and time is short. Of course, once a shutdown happens, there's a risk it could drag on. But in general our base case is that the economic impact would be manageable. Historically, shutdowns create meaningful hardship for affected workers and contractors. But the aggregate macro effects tend to be modest and reversible. Most spending is eventually made up, and disruptions to growth typically unwind quickly once funding is restored. A useful rule of thumb is that a full shutdown trims roughly one‑tenth of a percentage point from the annualized quarterly GDP for each week it lasts. With several appropriations bills already passed, what we'd face now is a partial shutdown, meaning that figure would be even smaller. For markets, that means the reaction should also be modest. Shutdowns tend not to reprice the fundamental path of earnings, inflation, or the Fed – which are still the dominant drivers of asset performance. So, the market's inclination will likely be to look past the noise and focus on more substantive catalysts ahead. Finally, it's worth unpacking the politics here, because they're relevant. But not in the way investors might think. The shutdown risk is emerging from actions that have contributed to sagging approval ratings for the President and Republicans – leading many investors to ask us what this means for midterm elections and resulting public policy choices. And taken together, one could read these dynamics as an early sign that the Republicans may face a difficult midterm environment. We think it's too early to draw any confident conclusions about this, but even if we could, we're not sure it matters. First, many of the most market‑relevant policies—on trade, regulation, industrial strategy, re‑shoring, and increasingly AI—are being executed through executive authority, not congressional action. That means their trajectory is unlikely to be altered by near‑term political turbulence. Second, the President would almost certainly veto any effort to roll back last year's tax bill, which created a suite of incentives aimed at corporate capex. A key driver of the 2026 outlook. Putting it all together, the bottom line is this: A short, calendar‑driven shutdown is a risk worth monitoring, but not one to overreact to. Thanks for listening. If you enjoy Thoughts on the Market, please leave us a review. And tell your friends about the podcast. We want everyone to listen.
Independent investigative journalism, broadcasting, trouble-making and muckraking with Brad Friedman of BradBlog.com