Market sentiment around the upcoming GDP print is cautiously optimistic on Wall Street. The Atlanta Fed's nowcast is tracking 3.5% growth for Q3—solid numbers on paper. But here's the catch: Q3 is already in the rearview mirror (wrapped up three months back), so these figures don't factor in the shutdown's ripple effects yet. That's where Q4 gets interesting. With the disruption fallout still playing out, don't expect the same tailwind. The economic tailwind could soften, and that's something worth watching if you're thinking about broader market positioning heading into the final stretch of the year.