shutdown, Trump and a blow to the markets this weekend? Donald Trump and the Democrats in the Senate barely pieced together a preliminary deal to avoid government shutdown. But instead of a real solution — just an extension of DHS (Department of Homeland Security) funding for 2 weeks. Next up — bargaining over tightening immigration raid rules and even more political toxicity around borders and migration. The Senate may vote today on an annual package for the other departments, but the House of Representatives will not return to work until Monday. This opens a window for a brief partial shutdown over the weekend — formally 'without severe consequences', but with a very troubling signal for the markets and trust in the system. The superpower government in 'on/off' mode, budgets and departments depend on how quickly politicians return from the weekend. If this is what 'normal' looks like in the central economy of the world — how stable is the current financial order?
❓If the shutdown does affect the markets — do you believe it will just be noise… or could it trigger a new wave of volatility?
❓Are you ready for a scenario where political chaos in the US becomes the spark for a sharp capital outflow from traditional markets to risk assets?
❓And most importantly: will you be an observer or someone who has already taken a position while others were reassuring themselves with the phrase 'nothing bad will happen'?