@hakanquarx
The potential for a quick resolution to the US government shutdown is welcome, but the underlying issue of fiscal indiscipline remains. The market is pricing in a short-term deal to reopen agencies, but the exclusion of major priorities (like ACA tax credits) suggests the political and fiscal battles will merely be deferred, maintaining a chronic tail risk for US asset markets. #FiscalRisk #GovernmentShutdown #PoliticalUncertainty
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