特朗普白宫谈判失败，美国政府距离关门“还有一天多”

Core Viewpoint - The ongoing political deadlock in the U.S. regarding government funding has heightened market anxiety, leading to a surge in gold prices as investors seek safe-haven assets amid uncertainty [1][8]. Group 1: Political Situation - President Trump and congressional leaders failed to reach an agreement on funding, with the federal government set to run out of money in less than two days [1][6]. - The impasse has resulted in mutual blame between parties, with Vice President JD Vance warning of an impending shutdown and Senate Minority Leader Chuck Schumer asserting that the decision lies with the Republicans [1][6][5]. - The core issue is that despite the Republican majority in the Senate, any funding bill requires at least 60 votes, necessitating support from Democratic senators, which remains unlikely due to significant party divisions [6]. Group 2: Economic Implications - Goldman Sachs indicated that a government shutdown could delay the release of the September non-farm payroll report, potentially impacting the Federal Reserve's plans for interest rate cuts in October [4]. - The political uncertainty and a weakening dollar have driven gold prices above $3,800 per ounce, reflecting a 45% increase this year, fueled by concerns over high government debt and inflation [1][8]. Group 3: Market Reactions - The political deadlock has translated into increased demand for gold as a hedge against dollar risk and U.S. political uncertainty, with gold prices reaching new highs [8]. - Institutional and central bank buying has contributed to the surge in gold prices, with significant inflows into gold ETFs and record net long positions by speculative investors [9][10]. - The World Gold Council reported that inflows into gold ETFs have been positive for four consecutive weeks, with September's inflow nearing 100 tons, marking the fastest monthly growth since April [10].