The 43-day government shutdown ends today, but the market relief rally could be short-lived. Here’s the trade nobody’s talking about.
What Wall Street Is Missing
Markets are rallying on the shutdown’s end, but sophisticated investors should be positioning for what comes next: a Fed that’s been flying blind for six weeks and may now pause its just as markets priced in certainty.
Fed Chair Jerome Powell already warned in late October that
Shutdown’s Market Impact: Why December Rate Cuts Just Collapsed From 92% to 67%
