Get the latest news and updates on FINTECH.TV

The Aftermath of the Longest U.S. Government Shutdown: Economic Impacts and Market Reactions

Market Movers: The Opening Bell

November 13, 2025

Video Transcript

The longest US government shutdown in history has finally come to an end.

Each week, a closure drained about $15 billion from the nation's GDP.

It also costs tens of thousands of jobs with lasting ripples in productivity, as well as consumer sentiment and of course government operations.

Now the White House saying yesterday that Jobs data and CPI may never be released.

Fed officials are already uncertain regarding a rate cut for December.

Joining me to weigh in this morning is Gabby Barrospi, CEO and founder of Latino Wall Street.

Gaby, good morning.

Thank you so much for joining me.

The government shutdown is finally over, so what impact are you looking for now?

Yes, Rey, that's right.

The shutdown is over after 43 days, but unfortunately we have to take a look at the shutdown's effects, right?

Those may linger and the GDP will be affected.

We already have an estimate for that that it could be $11 billion lower by 2026.

Uh, also, the October reports, the economic data that we've been waiting for because it's a 100% relevant to the Fed decision on December.

We don't have that yet and they're saying we might never have that and specifically they're saying the unemployment rate that they will not be releasing that.

So you would hope that now that the government's open the markets would be celebrating yet all this uncertainty and mystery around the data and as we get close to the last Federal Reserve meeting where they will have the last decision of the year about interest rates, that's not so positive.

And Gabby, as you mentioned, those data points are key.

Of course we do want more data when it comes to the US labor market, not to mention inflation.

But shifting our focus on over to US markets, we saw the Dow industrials close above the 48,000 mark for the first time ever yesterday.

We are looking at a slight pull back in today's trading session, but in terms of sectors, what are you watching right now and why?

That's what I'm watching right now is commodities because the government being open again means back to business as usual, massive spending, massive deficits, and the story we have all known for so many years.

So that's the unfortunate part, right?

That that's not going to get fixed as we have seen with the recent decisions we'll just continue spending money and now that even stimulus checks are on the table.

Even though it's not confirmed yet but this on the table to give people, you know, what they call the dividend from the tariffs, and we'll see what the Supreme Court decides about the tariffs if they're unconstitutional or not.

So that will be a big story, but I say all of that to say.

That all of this is benefiting gold, gold and silver because they are going to be that where people go to protect their money when they see so much uncertainty around the government, they end up getting released, all this mystery.

And you know they see the situation we're in and how these effects are going to linger and how we have a deal really until January 30th.

It's not like we have a deal for good.

There's still a lot of pressure our leaders are under and the economy as well as a result of that, then we are going to see the smart money going towards commodities. gold that's an inflation gadget because even if we cut rates, which supposedly that's what's going to happen on December next month, then all of that will be inflationary.

The dividend checks from the tariffs will be inflationary.

The government spending inflationary.

Everything we're seeing right now is inflationary, so what I'm going to be looking at investing in is commodities.

Well, Gabby, thank you so much for joining me.

If we take a step back and look at the major US stock averages, of course we're seeing year to day double digit percentage gains.

But if we look at commodities, as you mentioned, gold, silver, platinum, palladium, we are seeing more than just double digit percentage gains, correct?

We are looking at over 50% year to date, so that is definitely an area we'll continue to keep our eyes on.

Thank you, Gabby, for joining us today and thank you so much for sharing your perspective.

Remy Blaire discusses the recent end of the longest U.S. government shutdown in history, which lasted for 43 days. The shutdown had significant economic consequences, draining approximately $15 billion from the nation’s GDP each week and resulting in the loss of tens of thousands of jobs. Remy highlights the lasting effects on productivity, consumer sentiment, and government operations.

Joining Remy to delve deeper into the implications of the shutdown is Gabriela Berrospi, CEO and Founder of Latino Wall Street. Gabriela shares her insights on the lingering effects of the shutdown, noting that while the government is now open, the economic repercussions will continue to be felt. She mentions an estimate that the GDP could be $11 billion lower by 2026 and expresses concern over the uncertainty surrounding the release of key economic data for October, particularly the unemployment rate, which may never be published.

As they discuss the current state of the markets, Remy points out that the Dow Industrials recently closed above the 48,000 mark for the first time. However, Gabriela emphasizes the importance of focusing on commodities in the current economic climate. She explains that the return to government operations means a return to “business as usual,” characterized by massive spending and deficits. Gabriela warns that this situation is unlikely to improve and suggests that the uncertainty surrounding government data and economic conditions will lead investors to seek refuge in commodities, particularly gold and silver, which are seen as safe havens during times of instability.

The conversation also touches on the potential for inflationary pressures resulting from government spending and proposed stimulus checks linked to tariffs. Gabriela articulates that all these factors contribute to an inflationary environment, making commodities an attractive investment option.

Latest articles

Related articles