The US government shutdown crisis, the real concern is not politics but market sentiment

"Is the US government going to shut down again?"
This phrase is almost a cyclical program on Wall Street. It gets replayed every so often, but the market's reactions each time are not exactly the same.
Essentially, government shutdowns are not black swan events but predictable uncertainties. What the market is truly worried about is not whether there will be a shutdown, but whether it will last and whether it will spill over into the financial sector.
Historical experience shows that most shutdowns end in compromise, with limited long-term impact on economic fundamentals. However, in the short term, emotional fluctuations and risk appetite declines are almost inevitable. That’s why, when shutdown expectations rise, funds tend to "shrink back" first.
From a trading perspective, such events are more like emotion amplifiers. They magnify existing concerns, such as fiscal deficits, debt issues, and policy efficiency, rather than creating risks out of thin air.
So my attitude towards these events is simple:
No panic, no betting on a single side, but definitely reduce trading frequency.
Because in the message-driven phase, directional judgment is often less important than position management.
#美政府停摆危机