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In this video, Ira Epstein discusses the current state of the financial markets as of October 1, 2025, noting a surprising rally in the stock market despite expectations of a downturn due to government shutdowns. He highlights mixed performances in metal markets, with gold rallying but pulling back slightly, and the dollar finding support at the 18-day average of closes.

Epstein mentions joining the bear camp on energy markets and observes Bitcoin's recovery to the 119,000 level. He also points out the impact of the government shutdown on data releases, such as the absence of the weekly jobless claims report and factory orders, while emphasizing the continued operations of privately funded entities like the EIA.

Video Length: 00:09:32

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