美政府关门市场不在意

Group 1 - The overall performance of the US stock market in September has been positive despite the potential government shutdown, with major indices rising [1] - Market participants are focusing on optimistic signals, with a significant revision of the Q2 GDP annualized growth rate to 3.8%, up from a previous estimate of 3.3% [1] - Analysts suggest that the potential government shutdown is not a major risk for investors, encouraging them to focus on other market drivers such as the Federal Reserve's interest rate cuts and strong corporate earnings [2] Group 2 - Historical data indicates that government shutdowns have had limited impact on the US economy and financial markets, with the last major shutdown from 2018-2019 not causing significant disruptions [2] - The S&P 500 index has shown no change during government shutdowns since 1976, and during the 2018 shutdown, the US stock market even surged by 10% [2] - Current economic conditions are viewed as more fragile compared to past budget disputes, with concerns about job market stability and potential federal workforce cuts [3] Group 3 - The interruption of important economic data releases due to a government shutdown could complicate the analysis of labor market conditions, which are already complex [4] - Analysts express concerns that missing data could significantly increase challenges in understanding the labor market dynamics [4]