Group 1 - The U.S. government shutdown has led to the suspension of key economic data releases, including the non-farm payroll report, causing a quiet trading environment [2][3] - Analysts express concerns about the potential impact of a prolonged data drought on trading strategies, particularly in commodities [3] - Despite the government shutdown, the S&P 500 index has shown resilience, with a year-to-date increase of 14% and multiple record highs [3][4] Group 2 - Analysts predict an 8.8% year-over-year growth in S&P 500 companies' earnings for Q3, surpassing earlier forecasts [4] - The market is entering a traditionally strong fourth quarter, with historical data indicating an average increase of 2.9% for the S&P 500 during this period [4] - Market fundamentals remain supported by seasonal trends, potential interest rate cuts, and strong market momentum, leading to continued stock accumulation strategies [4]
“数据之王”非农也将停摆,华尔街迎来最清闲的周五
Jin Shi Shu Ju·2025-10-03 12:08