ANALYST: At This Point, We Have To Assume That The Government Is Going To Shut Down

Dan Greenhaus of BTIG thinks that Wall Street might be sleepwalking into what's looking more and more like a real economic disruption. In his note tonight, he says that a government shutdown should practically be assumed, and that an increased fiscal drag (due to the sequester kicking in) should probably be factored in as well. It got only modest attention -- more evidence that Wall Street is tuning out K Street -- but Politico's lead story this morning said that "The idea of allowing the countr...