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🚨 Government shutdown DAY 4 - 2M+ federal workers furloughed, no deal in sight. GOP wants clean funding bill, Dems demand ACA subsidies for 15M Americans. Senate adjourned until Monday. Trump threa...

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🚨 Trump drops $100K fee on H1-B visas - tech companies & employers in chaos. Legal challenges filed. Some businesses considering moving operations abroad. Only 85K visas issued yearly, mostly to te...

Tariffs add to inflation, but they’re not the whole story. Even without tariffs, core PCE is running ~2.7–2.8% YoY. The risk? Inflation may prove more persistent than many expected.

Seasonal Dynamics: October typically shows positive performance for risk assets, with both the Dow and Nasdaq historically posting gains 8 out of 10 years in Q4.

AI and Tech Optimism: Continued enthusiasm for artificial intelligence is driving equity markets higher, particularly benefiting the Dow and broader U.S. indices.

Economic Data Delays: The shutdown has postponed critical employment data, complicating Fed policy assessment for the October meeting.

Political Risk: The U.S. government shutdown is weighing on the dollar while supporting safe-haven assets like gold and the yen. Market resilience suggests expectations of a brief resolution.

Central Bank Divergence: The Fed is moving toward further easing while the BoJ signals potential tightening, creating volatility in USD/JPY. The ECB maintains a cautious stance with rates on hold.