一周热榜精选：非农没有按时发布！数据真空加剧美联储难题

Market Overview - The US dollar index experienced a decline this week, with a slight rebound observed towards the end, closing at 97.78 after a three-week drop [2] - Gold prices reached new highs, with spot gold rising to $3,800 and later to $3,864.5 per ounce, marking a 16.8% increase in Q3 [2] - Silver also saw significant gains, achieving an eight-week consecutive rise and briefly surpassing $48 per ounce, the highest since 2011 [2] Economic Impact of Government Shutdown - The US government shutdown affected approximately 750,000 federal employees, with potential economic losses estimated at tens of billions [7] - Each week of shutdown could result in a $7 billion loss to the economy, lowering GDP growth by 0.1 percentage points [8] - The shutdown has led to a data vacuum, delaying key economic reports such as unemployment claims and the non-farm payroll report [9] Federal Reserve's Interest Rate Outlook - The government shutdown has complicated the Federal Reserve's decision-making process, as critical economic data is delayed [11] - There is a division among Fed officials regarding the need for further rate cuts, with some advocating for action based on labor market weakness [12] - The New York Fed President indicated support for rate cuts, while others expressed caution due to persistent inflation concerns [12] Corporate Developments - Berkshire Hathaway is planning to acquire Occidental Petroleum's chemical subsidiary for approximately $10 billion, marking its largest acquisition since 2022 [19] - OpenAI's valuation surged to $500 billion, making it the highest-valued startup globally, driven by investor enthusiasm despite the company not yet being profitable [21] - Elon Musk's wealth reached $500 billion, making him the first person to achieve this milestone, largely due to the performance of Tesla's stock [22] Trade and Tariff Developments - The Trump administration announced new tariffs on foreign films and wood products, with softwood lumber tariffs set at 10% and other wood products at 25% [13] - Switzerland is considering investing in the US gold refining industry to negotiate a reduction in tariffs imposed on Swiss gold imports [24]