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Relief Rally Fades as Tech-Led Selloff Hits Stocks and Bitcoin Below $100,000

Missing U.S. economic data after the 43‑day shutdown has revived policy uncertainty, unsettling markets into a sharp rotation.

Overview

  • Germany’s DAX slipped back below 24,000 after nearing its record, while the Dow fell 1.6%, the S&P 500 1.7% and the Nasdaq 2.3%.
  • Investors rotated out of highly valued technology and AI shares toward defensives such as healthcare and financials, putting pressure on names like Nvidia.
  • Bitcoin dropped to roughly $96,900, its first break below $100,000 since May, with spot‑ETF outflows reported at about $2.8 billion.
  • White House and Federal Reserve officials signaled gaps in forthcoming U.S. indicators, including parts of the jobs report, complicating rate‑cut expectations.
  • The shutdown ended with a temporary funding deal that runs only through late January, leaving fiscal and policy risks unresolved.