OK, I do agree with what you wrote, and maybe we are saying nearly the same thing ?? (Which is why I brought it up.)
Dx has been driven down about as far as an actual shutdown is likely to push it ?? That a shut down is pretty much priced in, and the dependent commodities have already reacted.
I feel the "deed" has already been done on Dx et.al. but will likely continue down over the duration of any actual shutdown. It is the expected response when it is announced that an agreement has been reached. The reaction then could be rather sudden ??
Maybe the markets are "where they are" on the overall budget numbers and the "piddling Planned Parenthood numbers" are not even in the equation !!
It is the potential impact on the economic recovery longer term if this drags out that concerns me.
For my dime, I would "fire them all" and "start over", Reagan style !!!