On October 2, the American political arena fell into an absurd political farce. Due to intense disputes between the two parties, the government was forced to shut down, and Trump even warned of the possibility of a prolonged shutdown and layoffs. However, in stark contrast, Wall Street was in a festive mood. The Dow Jones Industrial Average, the Nasdaq Composite, and the S&P 500 all climbed collectively, setting new historical highs. This phenomenon of political 'fire' coexisting with capital 'carnival' has sparked deep reflection on the relationship between politics and economics in the United States.

First of all, there seems to be a certain degree of 'decoupling' between the political sphere and the capital markets. On the political stage, both parties are willing to let the government fall into a shutdown crisis in order to increase their negotiating leverage. Trump has threatened layoffs, and the White House has openly stated that the situation is critical. Meanwhile, investors seem to turn a blind eye to this political farce, generally viewing the government shutdown as just a 'temporary interlude.' Even though the Federal Reserve emphasizes 'cautious rate cuts,' it has not been able to stop the upward momentum of the stock market. This phenomenon seems to reflect that the market's expectations of government capability have decreased, and political factors are no longer regarded as a primary consideration.

Secondly, some interesting phenomena are hidden in the details. For example, Chinese concept stocks rose against the trend, with the Nasdaq Golden Dragon China Index increasing by 1.06%, indicating that capital flows are diminishing political boundaries. Tech stocks showed a divergence in performance, with Meta and Broadcom's stock prices rising, while Tesla fell, reflecting a shift of funds towards areas with stronger 'certainty'. At the same time, the Federal Reserve's statement of 'cautious rate cuts' can also be interpreted as a subtle resistance to political pressure.

However, this phenomenon has also raised a series of thought-provoking questions. Will the market's 'habit' of political failure condone more similar farces? Does this government shutdown indicate that longer shutdowns may occur in the future? As the world's largest economy, is the U.S. market's 'adaptation' to political vacuum an evolution or a mutation? The answers to these questions will have a profound impact on the economic landscape of the United States and even the global economy.

Overall, this incident is not only a 'stress test' for the American political system but also a test of its economic resilience. The political game between the two parties ultimately bets on the well-being of the people, and the market's reaction reflects a certain 'immunity' of capital to political chaos. This complex political and economic relationship will undoubtedly become a hot topic for some time in the future.