After the Minneapolis Border Patrol shooting, Democrats are weaponizing it to block the DHS bill on the Senate floor.
That one fact explains a lot.
Because DHS funding is the fuse. If DHS stalls, the shutdown clock starts ticking again.
And a shutdown is not just "people staying home".
- Paychecks get DELAYED. - Contracts get DELAYED. - Approvals get DELAYED. - Data gets DELAYED.
The economy slows from pure uncertainty.
Markets are not pricing it.
But they will.
I’ve studied macro for 10 years and I called almost every major market top, including the October BTC ATH.
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