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"With the government shutdown and all of the uncertaintyaround it, we're pretty sure there will be additional negativeimpact on economic growth," in particular on consumer spending,said Natalie Trunow, chief investment officer of equities atCalvert Investment Management, which has about $13 billion inassets.
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First up is government spending itself. With federal budgets having increased dramatically in modern times, a good number of blue chip companies owe a not-insubstantial portion of their earnings to federal largess. Assuming a big compromise necessary to end the stalemate, logic says that some of this spending will be decreased at the expense of public companies increasingly reliant on it.
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