Group 1 - The market is experiencing declines in various asset classes including cryptocurrencies, gold, and both US and AH stocks [1] - The SOFR-IORB spread is highlighted as a key indicator for assessing market recovery; a failure to narrow quickly may necessitate urgent repurchase activities and quantitative easing policies [2] - Predictions suggest that the government shutdown will be resolved around mid-November, specifically between November 10 and November 15, which could restore liquidity and lead to asset recovery [2] Group 2 - Goldman Sachs anticipates that the government will reopen within two weeks, which would restore liquidity and facilitate asset recovery [2] - A bold prediction indicates that the government shutdown will be resolved by November 15, with a subsequent 25 basis point rate cut by the Federal Reserve in December, potentially leading to a favorable market environment during the holiday season [2]