倒计时！美国政府停摆或导致重磅就业数据缺席，美联储“摸黑”表决？

Core Viewpoint - The U.S. Labor Department announced that if a government shutdown occurs, its statistical agencies will suspend the release of economic data, including the highly anticipated September employment report, which is crucial for market participants and policymakers [1][3]. Group 1: Impact of Government Shutdown - The Labor Department confirmed that during a government shutdown, it will "suspend data collection, processing, and release," affecting key reports like the non-farm payroll data [3]. - The shutdown comes amid rising concerns about the quality of U.S. economic data, which has long been considered the "gold standard" in the industry [3]. - If the shutdown lasts for an extended period, it may lead to delays in the release of other important economic data, such as the Consumer Price Index (CPI) scheduled for October 15 [5]. Group 2: Market Reactions and Strategies - Market participants are preparing for a potential lack of official data, which may lead them to focus more on public statements from Federal Reserve officials, complicating the assessment of future policy directions [1][5]. - Investment firms suggest strategies such as increasing fixed-income asset allocations, buying mid-term U.S. Treasury bonds, and maintaining a cash reserve of 5% to 10% for potential market opportunities post-shutdown [6]. - The potential delay in employment data could lead traders to close or hedge positions in Treasury derivatives, increasing market volatility during this uncertain period [5].