Shutdowns, safe havens, and sheer absurdity

Congress is sleepwalking toward a government shutdown, and Wall Street is hitting the snooze button.

Author

Jason Paloma
September 29, 2025 • Estimated Reading Time: 5 minutes

😎 Market Vibes

Congress is sleepwalking toward a government shutdown, and Wall Street is hitting the snooze button. Gold just blew past $3,800, Bitcoin's up, and futures are green like nothing's wrong.

Agencies are prepping furloughs, federal data could go dark, and Trump is suddenly back in the room hosting "talks." The U.S. government might stop functioning this week - but sure, let's rally. Markets are either front-running a miracle or throwing a tantrum in advance. Either way, the vibes are off.

Let’s get into it.

🧨 Shutdown jitters & rate hopes

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💸 Trade Talk

Markets are playing chicken with the shutdown.

Rate cut bets are getting tossed around all over again, and traders are pricing in chaos. Yields are inching down, gold's ripping, and equities are still green - all on the same day.

🧠 Big Brain Energy

$3,800+ gold.

Everyone's watching it - and for good reason. The shiny metal just hit an all-time high, blasting through $3,800 like butter.

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🧨The Outrage Meter

Trump is now brokering last-minute shutdown talks - because apparently Congress outsourced crisis management to Mar-a-Lago.
The government's about to run out of money, agencies are prepping furloughs, and markets are shrugging like it's a rerun.
If the lights go out in D.C., at least the headlines will be entertaining.

🤔What Do You Think?

If the government shuts down, should the Fed pause cuts or double down?

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