Core Insights - The article highlights the release of key economic data following the end of the U.S. federal government shutdown, with a focus on the September non-farm payroll report and actual income data, which are crucial for assessing the Federal Reserve's potential interest rate cuts in December [1] Economic Data Release - The non-farm payroll report is expected to provide only the "non-farm employment numbers" without the unemployment rate due to difficulties in collecting household survey data during the government shutdown [1] - The non-farm employment numbers are derived from business surveys, while the unemployment rate is calculated from household surveys, which could not be adequately conducted during the shutdown [1]

Group 1 - The potential government shutdown is expected to begin on October 1, with a 74% probability according to Polymarket data, raising concerns in the market [1] - The upcoming non-farm payroll report for September, a key economic indicator, may be delayed due to the shutdown, impacting investors' ability to assess economic health and Federal Reserve policy [2][3] - Historical patterns suggest that markets may exhibit resilience during government shutdowns, as seen in 2013 and late 2018, where declines were often reversed as attention shifted to other factors [3][4] Group 2 - The current political deadlock is more severe than previous instances, but analysts believe the market's reaction may not differ significantly from past shutdowns [4] - Investors are currently adjusting their portfolios, with some taking profits from high-performing tech stocks and reallocating to energy stocks, which have shown gains recently [4]