Dow futures today up 0.14%, as positive corporate guidance boosts sentiment. Long-term investors are seeing opportunities in blue-chip stability amid broader market uncertainty. According to Jurrien Timmer , Director of Global Macro at Fidelity Investments, the current AI-driven market boom bears "juicy" resemblances to the exuberant run-up of the late 1990s dot-com era. According to Rehling, the biggest market impact from a shutdown would be the delay of key economic reports. This is particularly problematic as the Federal Reserve (Fed) maintains a “data-dependent” approach to monetary policy and is looking for data to support additional rate cuts.
