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The partial shutdown of the US Department of Homeland Security (DHS) has entered its sixth week, following a funding lapse that began on February 13. Senator John Fetterman has publicly criticized activist pressure within the Democratic Party, claiming it prevents lawmakers from reaching a deal to reopen the department. Transportation Security Administration (TSA) agents are currently working without pay, causing significant delays at major airports during the busy spring break period. This prolonged instability is weighing on the aviation sector, with potential negative impacts on airline stocks such as DAL, UAL, and the JETS ETF. Market analysts warn that the ongoing political standoff could undermine consumer confidence and the perceived stability of the US Dollar (USD). As the funding crisis persists, the lack of a resolution continues to create headwinds for travel infrastructure and broader macroeconomic sentiment.
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