Core Insights - The article discusses the implications of the recent U.S. government shutdown, highlighting its historical context and potential duration, which may exceed previous shutdowns since 1981 [3] - The market's reaction to the shutdown is noted, with a focus on the impact on employment data and interest rate decisions, suggesting a complex interplay of factors influencing market behavior [5][8] Market Reactions - Historical data indicates that the current government shutdown is the 15th since 1981, with no clear resolution in sight, raising concerns about its length compared to past events [3] - The market has begun to price in the effects of the shutdown, with significant movements observed in trading patterns, particularly in gold [5][7] Economic Indicators - The article mentions that the non-farm payroll data will be delayed due to the shutdown, which could influence upcoming interest rate decisions [8] - Employment data revisions have created a mixed sentiment in the market, with indications that employment levels remain stable despite the shutdown [5]
【南篱/黄金】政府停摆，黄金逐渐黑化！
Sou Hu Cai Jing·2025-10-01 13:36