• Federal government operations will resume after a record, six-week shutdown, restoring services and initiating a gradual return of delayed economic data. A new funding deadline looms on January 30, 2026.
• Markets should begin to regain visibility as critical indicators begin to reappear, allowing investors to shift from assumption-based strategies to data-driven decisions.
• Municipal bond opportunities persist, with attractive yields and favorable supply-demand dynamics, but investors should remain alert as fresh data may prompt swift market adjustments before year-end.

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