On the brink of a total shutdown, Washington shakes the global markets. This Monday, September 29, the budget deadlock in the US Congress revives the specter of a shutdown as early as Wednesday, plunging investors and institutions into uncertainty. In an already uncertain climate, marked by central bank hesitations and the fragility of US indicators, this political stalemate raises fears of a major loss of visibility. Investors are repositioning urgently, between a flight to safe havens and anticipation of macroeconomic turbulence.