Because the government shutdown lasted 35 days yesterday, breaking the previous record of 34 days, it was an unexpected shutdown. This risk is artificial, controllable, and can be reversed at any time. Moreover, the Federal Reserve has already announced that it will stop shrinking its balance sheet on December 1, so the sustainability of the pullback won't last too long. And has market liquidity really decreased? In the era of high inflation, too much money has been printed. The U.S. government's move is also to release even more liquidity.