Macro: US Government Shutdown Likely Ending Today, Key Functions to Resume - US032026

[The Lead] The US government shutdown, in its fourth day, is poised to conclude today, February 3, 2026, after bipartisan negotiations. A deal, approved by the Senate on January 27, 2026, is expected to be voted on and signed into law by President Trump, restoring funding to critical government operations and delaying final DHS funding until February 13, 2026. [Supporting Details & Context] The House convenes at 10 a.m. ET to debate and vote on the bipartisan agreement, which includes funding for departments such as the Pentagon, State, and Transportation until September 30, 2026. The Federal Aviation Administration and Internal Revenue Service are among the agencies expected to fully resume operations with minimal disruptions. However, funding for the Department of Homeland Security (DHS) will be extended only until February 13, 2026, necessitating further legislative action. Democrats are advocating for changes in immigration operations in Minneapolis and elsewhere in exchange for funding, a debate that is yet to be resolved. The White House's intervention, including a meeting with key Republican holdouts, facilitated the deal's approval, signaling a significant political victory and a potential boost to market confidence as key government functions are restored.