🇺🇸 Funding risk is back on the table.
With lawmakers heading into recess and no deal in place, the chance of a shutdown at the Department of Homeland Security is rising — adding another layer of macro uncertainty.
Market implications:
• Short-term volatility could spike
• Risk assets (stocks, crypto) may wobble on headlines
• Safe havens like gold and bonds could see inflows
That said, markets often react more to resolution signals than the shutdown itself. One headline can flip sentiment fast.
Stay alert — politics can move liquidity as much as data.