Good morning, everyone!
With the end of the longest shutdown (halt in various segments of the government) in U.S. history, we will once again have relevant data for the markets regarding economic activity, such as employment data.
It is not the already anticipated end of the shutdown that affects asset prices, given that every expected event is already priced in, but the actual data, when it comes in above/below market expectations.
These data influence positively or negatively future interest rate decisions and movements in stock and crypto markets.
After 43 days of shutdown, everything begins to be gradually resumed.
When the teams return, there is a race against time to process the accumulated data. Historically, the BLS takes 7 to 14 days to publish delayed reports; in longer shutdowns, such as in 2018/19, some series were consolidated in the following month.
