In this episode, Scott Slayton, Partner and Chief Strategist at Capital Creek Partners, breaks down three key market themes for the week. First, whether the government shutdown really matters for the economy or markets, with history suggesting recent ones haven’t. Second, how to gauge labor market strength without non-farm payrolls, using ADP employment data and September ISM surveys instead. Third, a look at twin bankruptcies (Tricolor and First Brands) to assess whether there are deeper issues in credit markets.