How could a third-day shutdown affect my portfolio?

Short term, the impact is mostly sentiment and liquidity. Headlines can spark fast moves in indexes, rates, and contractors with federal exposure. If it ends quickly, markets often retrace swings. If it drags, expect pressure on federal vendors, wider spreads, and a stronger bid for quality and cash-like instruments.

What should I watch in the House today?

Watch the rule vote first, then the final vote text and whip counts. If the rule fails, the package stalls. If it passes, timing shifts to the Senate. Any signs that Speaker Mike Johnson secures enough votes can calm volatility. Leaks and floor timing often move markets before official tallies.

Which sectors are most exposed to DHS funding delays?

Defense, aerospace, federal IT services, and staffing firms carry higher exposure. DHS funding on a two-week stopgap keeps frontline functions running, but invoice timing and back-office work can slip. Diversified revenue, strong cash, and funded task orders help. Travel-security vendors may see scheduling friction if the fight extends.

Are short-term Treasuries safe during a shutdown?

Historically, yes. Market plumbing continues, and T-bills often see safe-haven demand when risk assets wobble. Duration choice depends on your cash needs and risk tolerance. Keep a liquidity buffer, ladder maturities, and avoid forced sales. Reassess once legislators agree to end the federal government shutdown and funding becomes clearer.

Law and Government

^GSPC Today, February 02: Shutdown Day 3; House Rule Vote Ahead

ByDanny Kontos February 2, 2026February 2, 2026

The federal government shutdown is in Day 3, and markets are tuned to a House rule vote expected today. Speaker Mike Johnson signals a possible deal by Tuesday, but tight margins keep headline risk high. ^GSPC typically reacts to policy clarity, not noise. DHS funding runs on a two‑week stopgap while broader agencies await action. We outline timelines, trading levels, and sectors at risk so investors can handle the federal government shutdown with a clear plan.