历史首次！白宫警告：10月通胀数据恐“难产”

Core Points - The White House announced that the ongoing government shutdown is likely to prevent the release of October's inflation data, marking a historical first for such an occurrence [1] - The shutdown has entered its fourth week, with Senate Democrats blocking temporary spending bills unless certain healthcare provisions are included [1] Group 1: Inflation Data Impact - The lack of funding has led to federal employees, including key agency staff, being furloughed, which hampers the collection of essential price data for the Consumer Price Index (CPI) [2] - The September CPI showed a year-over-year increase of 3.0%, up from 2.9% in August, while the month-over-month increase of 0.3% was below market expectations [2] - Analysts emphasize that without the collection of price information in October, reconstructing a CPI report will be extremely challenging [2] Group 2: Market Implications - The White House's statement serves as a reminder to the market that the absence of critical data complicates the Federal Reserve's policy decisions in December [2] - While policymakers may have confidence in employment trends, their grasp on inflation direction is significantly weakened due to the lack of data [2]