US Government Shutdown Ends After 43 Days

Shutdown ends and data resumes as risk assets wobble. Focus shifts to Nvidia earnings and ECB signals.

TL;DR:

🇺🇸 US shutdown ends after 43 days
₿ Bitcoin plunges on Fed uncertainty
🤖 Nvidia earnings on deck
🏛️ ECB’s de Guindos speaks today

US Shutdown Ends After 43 Days

The 43-day US government shutdown is over, clearing the path for delayed economic data to return to the tape. That reduces headline risk and helps price discovery across rates and FX. Equities were steady, with SPY hovering near 671.93 into the restart of data flow. Source

Bitcoin Plunges Amid Fed Uncertainty

Bitcoin dropped sharply as traders reassessed the Fed path and trimmed risk. The move erased a notable chunk of 2025 gains and tightened crypto liquidity. Volatility picked up across majors, with macro sensitivity firmly in focus. Source

Nvidia Earnings Report Anticipated

All eyes are on Nvidia with strong prints expected but high AI valuations under scrutiny. Semis and broader indices could swing on guidance and supply commentary. Positioning is tight; a miss or soft outlook could hit momentum pockets. Source

ECB Vice President de Guindos Speaks

ECB VP de Guindos opens Euro Finance Week in Frankfurt today. Markets will parse wording for clues on growth risks and the policy glide path. EUR and bunds may react if tone shifts on inflation persistence or timing of cuts. Source