Core Points - The U.S. government shutdown has entered its third week, causing significant disruptions including approximately 750,000 federal employees being forced to take unpaid leave or work without pay, and the closure of national parks and museums [1] - JPMorgan analysis indicates that each week of the shutdown reduces U.S. GDP growth by about 0.1%, with potential ripple effects across the economy if the situation persists [1] - The political deadlock is fundamentally a clash over the future direction of the U.S., with the Republican MAGA faction advocating for a reduction in government size, while Democrats aim to protect social safety nets including healthcare subsidies [1] - The current political environment may provide an opportunity for the Trump administration to push for its agenda of federal government downsizing [1] Economic Impact - The Federal Reserve's measures, such as interest rate cuts and maintaining liquidity, are seen as temporary solutions that do not address the underlying issues caused by the government shutdown [4][6] - The ongoing shutdown is leading to decreased business orders and consumer hesitance, which are critical issues that remain unresolved [6] - The U.S. Treasury Secretary's blame on China's rare earth policies is viewed as an attempt to deflect attention from domestic problems, highlighting the U.S.'s "hegemonic anxiety" [6][8] Political Dynamics - The political polarization in the U.S. is leading to ineffective governance, with the Federal Reserve's actions being likened to a "painkiller" that only alleviates short-term market pain without addressing root causes [8] - There is a call for political collaboration and consensus to resolve the shutdown and restore the U.S. economy to a stable path [8]
美国两党内斗不止,美政府停摆21天后,特朗普也是彻底没招了
Sou Hu Cai Jing·2025-10-16 08:49