AurnobSkr

🚨 The U.S. government shuts down in about 12 hours.
And people aren’t fully grasping the risk we’re walking into tonight.
If roughly 80% of the government goes offline, the agencies that produce the data we trade on go dark too.
That means a data blackout.
Here’s what we lose if this drags on:
Jobs Report (NFP): The Bureau of Labor Statistics shuts down. No workers, no numbers. Non-Farm Payrolls get delayed.
Inflation data (CPI & PPI): The teams that collect inflation data stop operating. We’re left guessing whether inflation is rising or falling.
GDP & PCE: The Bureau of Economic Analysis usually halts work. No GDP updates, no PCE — the Fed’s favorite inflation metric.
CFTC reports: The Commitment of Traders report disappears, so we lose visibility into how big money is positioned.
SEC activity: Outside of emergencies, most operations freeze.
IPOs & M&A: New IPOs pause. Merger approvals stall. If you’re waiting on a deal, expect delays.
Historically, every week of a shutdown knocks about 0.1%–0.2% off GDP growth.
The longer this lasts, the more uncertainty gets priced into stocks.
I’ll be watching closely to see how markets react during this blackout.
And for the record — I’ve called every major market top and bottom over the last decade. I’ll make my next call publicly, like always.
A lot of people will wish they paid attention sooner.