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by douglas5
225 days ago
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U.S. shutdown is ending, but the market fallout isn’t evenly spread. ACA-heavy health insurers took the sharpest hit because Congress reopened without fixing subsidies, so their rebound will likely be limited. Meanwhile, defense and federal-services names look set for a cleaner recovery as Washington starts paying and awarding contracts again. Airlines should improve too, but only as FAA capacity returns. |
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