The US gov’t is shut down… time to panic?

In today’s Macro Minute, Darius breaks down why the U.S. government shutdown is no reason to panic. Despite the absence of official releases, dozens of high-frequency economic indicators continue to reinforce 42 Macro’s core themes: a resilient U.S. economy, a U-shaped cycle, sticky inflation, and early signs of structural regime change at the Fed. We also highlight how labor market shifts and AI impacts are showing up in the data, and why disciplined, systematic risk management remains key to staying on the right side of market risk.