On October 2, the U.S. financial markets presented a puzzling picture: despite the government being in a shutdown crisis, Wall Street was still in high spirits. The three major stock indices not only remained unaffected but also collectively set new all-time closing records. The Dow Jones Industrial Average rose 0.17%, the Nasdaq Composite climbed 0.39%, and the S&P 500 index edged up 0.06%.

This abnormal phenomenon has raised many questions: Why has political unrest failed to shake the confidence of the capital markets? Are investors too optimistic, or have they perceived an economic resilience that others do not see?

Comments from Federal Reserve official Goolsbee have added a layer of complexity to market sentiment. He emphasized that in the absence of official unemployment rate data, the central bank will formulate policies based on existing information and warned against premature interest rate cuts. This cautious statement does not seem to dampen investors' enthusiasm.

At the same time, Trump expressed concerns during an interview about the potential layoffs and project cuts that a prolonged government shutdown could cause. This warning should have triggered market turbulence, but it failed to stop the stock market's pump.

Market analysts speculate that investors generally believe this government shutdown will be short-lived and will not cause substantial harm to the U.S. economy. However, whether this optimism is well-founded remains a topic worth pondering.

The tense standoff in Washington's political arena stands in stark contrast to the calm and composure of Wall Street. This disparity inevitably raises the question: Are there certain economic factors that are not fully recognized, supporting the extraordinary performance of the market?

The current situation is like a complex economic puzzle: political risks coexist with market prosperity, and short-term fluctuations intertwine with long-term trends. Investors seem to interpret this contradiction in their own way, but whether their judgments are accurate can only be answered by time.

In this political and economic game, we should perhaps be more prudent in assessing various factors rather than blindly following market sentiment. After all, history has proven many times that excessive optimism is often a precursor to market adjustments.