Corporations embedded in the government finance ecosystem are outperforming market benchmarks, as job growth drives demand for analytical services. A 5% rise in quarterly contract awards has boosted revenue forecasts. "I'm a little wary about front-loading too many rate cuts and just counting on the inflation going away," he said. Kerry Hannon is a Senior Columnist at Yahoo Finance. A surge in demand for government finance jobs has supported growth in software companies providing budget management tools to public agencies. Their stock prices are up by 8% year-to-date, fueled by multi-year service agreements.