Trump's government shutdown: strategy or disaster foretold?

Polymarket gives a 90% probability to Trump's government shutdown. Is it a political masterstroke or a disaster waiting to happen?
<p>El presidente de Estados Unidos, Donald Trump - REUTERS/ KEN CEDENO</p>
U.S. President Donald Trump - REUTERS/ KEN CEDENO
  1. A shutdown looms, but remains unconfirmed
  2. A manufactured crisis according to the opposition
  3. Polymarket anticipates scenarios of duration
  4. Weapon of pressure or historic mistake?

A shutdown looms, but remains unconfirmed

The United States is on the brink of another Trump administration shutdown. Prediction markets such as Polymarket give it an 80% to 90% chance of happening tomorrow, reflecting the level of tension in Washington.

Although not yet confirmed, the possibility of the federal administration being paralysed has sparked a national debate: will it be a failure that will affect millions of citizens or a deliberate strategy by the former president to impose his agenda?

<p>Pantallas en el piso de la Bolsa de Valores de Nueva York (NYSE) en la ciudad de Nueva York, EE. UU., el 22 de septiembre de 2025 - REUTERS/ JEENAH MOON</p>
Displays on the floor of the New York Stock Exchange (NYSE) in New York City, U.S., September 22, 2025 - REUTERS/ JEENAH MOON

Trump turns the threat into a political weapon

Unlike other presidents, Trump has not tried to hide the risk of a shutdown. On the contrary, he has presented it as a tool to ‘regain power from the deep state.’ In one of his latest speeches, he asserted that ‘the days of government by unelected bureaucrats are over’ and that officials who resist his plan will be removed.

The White House goes even further. According to several US media outlets, Trump's advisers see the shutdown as a historic opportunity to cut social programmes, lay off federal employees and reshape the state apparatus. There is already talk of permanent layoffs, not just temporary salary suspensions, which would set an unprecedented precedent in the modern history of federal shutdowns.

<p>El secretario del Tesoro de Estados Unidos, Scott Bessent - REUTERS/ AL DRAGO</p>
U.S. Treasury Secretary Scott Bessent - REUTERS/ AL DRAGO

A manufactured crisis according to the opposition

Democrats have not hesitated to describe this situation as a ‘manufactured crisis.’ Hakeem Jeffries, minority leader in the House, denounced that Republicans are seeking to lead ‘the country into an unnecessary collapse.’ Chuck Schumer, Senate leader, reinforced this idea by asserting that conservatives rejected proposals to keep the government open in the short term.

Even House Speaker Mike Johnson, an ally of Trump, admitted that ‘the pain will fall on states governed by Democrats.’ His words show the extent to which the shutdown has become a partisan weapon, designed to punish adversarial territories.

<p>El presidente de la Reserva Federal de EE. UU., Jerome Powell - REUTERS/ ELIZABETH FRANTZ</p>
U.S. Federal Reserve Chairman Jerome Powell - REUTERS/ ELIZABETH FRANTZ

A high economic and social cost

Beyond the political game, the Trump government shutdown would have a huge economic and social cost. Analysts estimate losses of $15 billion per week in US GDP. Some 750,000 federal employees could be left without pay, while national parks, administrative offices and civilian programmes would be suspended.

The impact goes beyond people's pockets. The rating agency Scope warned that a prolonged shutdown would damage the United States' creditworthiness and make its debt more expensive. In a global context already marked by economic uncertainty, this signal could hit international financial markets hard.

<p>Los servicios están experimentando interrupciones significativas debido al cierre del gobierno federal, ya que los trabajadores esenciales continúan trabajando sin paga y los trabajadores federales no esenciales están suspendidos - PHOTO/ ARCHIVO</p>
Services are experiencing significant disruptions due to the federal government shutdown, as essential workers continue to work without pay and non-essential federal workers are furloughed - PHOTO/ FILE

The memory of the 2018-2019 shutdown

The spectre of 2018-2019 remains present. At that time, the shutdown lasted 35 days, the longest in the country's history. Economic losses exceeded $11 billion, and thousands of families suffered delays in payments and essential services.

The lesson from that episode is clear: although shutdowns often begin as a political pressure tactic, they soon become a boomerang that hits everyone involved. However, Trump seems convinced that this time the outcome could work in his favour.

Polymarket anticipates scenarios of duration

Prediction markets offer clues as to what might happen. According to Polymarket, the most popular option is that the shutdown will last between 10 and 29 days, with a probability of around 44%. 26% are betting on a shorter shutdown, lasting between 4 and 9 days. And there are those who venture that it could last more than a month, which would mean a scenario of maximum political tension.

These figures reflect that, although the shutdown is not certain, the dominant perception is that it will happen and that it will not be brief.

<p>Un hombre camina por Wall Street afuera de la Bolsa de Valores de Nueva York (NYSE) en la ciudad de Nueva York, EE. UU. - REUTERS/ BRENDAN McDERMIND</p>
A man walks on Wall Street outside the New York Stock Exchange (NYSE) in New York City, USA. - REUTERS/ BRENDAN McDERMIND

Between failure and covert triumph

The central debate revolves around how this episode will be remembered. For critics, the Trump administration's shutdown is a resounding failure that will hit workers, families and businesses. The disruption of public services, the damage to the economy and the loss of institutional confidence are strong arguments for this view.

But other analysts interpret it as a covert triumph. By causing chaos, Trump could force Democrats to negotiate on less favourable terms. In addition, the shutdown allows the president to project the image of a strong leader, capable of sacrificing the immediate in the name of greater political transformation.

El presidente de la Reserva Federal, Jerome Powell, comparece ante la prensa tras la reunión del Consejo de la Fed del 30 de julio de 2025 - PHOTO/FEDERAL RESERVE
Federal Reserve Chairman Jerome Powell appears before the press after the Fed Board meeting on 30 July 2025 - PHOTO/FEDERAL RESERVE

A political and historical crossroads

At this moment, the country is at a crossroads. If the shutdown goes ahead tomorrow, Trump will face a high-risk scenario. He could emerge stronger as a ruthless strategist or, conversely, sink under the weight of a crisis that will directly affect millions of Americans.

The outcome will depend on two factors: the duration of the shutdown and the ability of each party to control the narrative. In the short term, the economic damage is undeniable. But in the long term, what is at stake is the president's ability to redefine the balance of power in Washington.

El presidente Donald Trump dialoga con Jerome Powell durante su visita a las obras de la sede de la Reserva Federal, en Washington D. C., el 24 de julio de 2025 - PHOTO/THE WHITE HOUSE
President Donald Trump talks with Jerome Powell during his visit to the construction site of the Federal Reserve headquarters in Washington, D.C., on July 24, 2025 - PHOTO/THE WHITE HOUSE

Weapon of pressure or historic mistake?

The Trump administration's shutdown is not a simple budgetary accident. It is the result of a calculated strategy that combines political confrontation, economic risk and an attempt to reshape the federal state. For some, it is a disaster waiting to happen that will weaken confidence in institutions. For others, it is a show of strength that will consolidate Trump's project.

The answer will begin to unfold in the coming hours. The only thing that is clear is that, whether it happens or not, the country is already preparing to face one of the most tense moments in its recent history.