Nathan Dean

And this is just another consequence of a shutdown.

The good news is, is that I still think a government is going to reopen this week.

There is not going to be a shutdown.

I'll just say it right now.

I don't think that there's going to be a there's probably a 10 percent chance of a shutdown one month before the election, which means that if you're looking at jobs data and you're looking at reports, you at least have enough data, I think, to get you through the rest of this year.

Anytime you're going to tell a market when it comes to a government shutdown, most market impacts, they really aren't there.

Even for contractors, they're not really there.

But for reports, they are there.

And as we saw in the shutdown last year, a lot of traders were not happy about this lack of data out there.

And this is just another consequence of a shutdown.

Anytime you're going to tell a market, when it comes to a government shutdown, most market impacts, they really aren't there.

Even for contractors, they're not really there.

But for reports, they are there.

And as we saw in the shutdown last year, a lot of traders were not happy about this lack of data out there.

And this is just another consequence of a shutdown.

A lot of Republicans still agree with President Trump's policy on this.

I don't see a lot of Republicans really trying to change their stances before this weekend.

So I think what happens is that if we shut down, it's short-lived.

And then ICE funding is already separately funded through the one big beautiful bill through the fiscal year 2029.

I think they stripped that and then they passed the rest of the government packages and they saved DHS for another day.