SOTS 2nd Hour: Shutdown Day 3 - JPM Asset Management's Top Strategist, Goldman's Chief Economist Talk Impact + A Rare Apple Downgrade 10/3/25

Another day of record highs on the S&P and Nasdaq: 

Carl Quintanilla, Leslie Picker, and Michael Santoli broke down what investors need to know as the government shutdown continues into Day 3 - with the latest from Washington and more on the market impact (besides a lack of jobs data today) with J.P. Morgan Asset Management's Chief Global Strategist David Kelly along with Goldman Sach's Chief Economist Jan Hatzius. 

 

Plus: get the tech playbook with one T. Rowe Price portfolio manager who's betting on Apple, Alphabet, and Nvidia here after a great week for chip names - and hear from the Jefferies analyst making a rare downgrade of Apple to sell. 

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