政府停摆致数据黑洞，美联储企业投资者集体盲飞，经济要扛不住？

Core Insights - The U.S. government shutdown has led to a significant disruption in the release of key economic data, including GDP, employment, trade, and retail sales, creating uncertainty for the Federal Reserve, businesses, and investors [1][3][6] - The potential permanent loss of data due to the shutdown raises concerns about the reliability of economic indicators, as businesses are forced to rely on fragmented information to gauge economic trends [3][6] - The economic impact of the shutdown is severe, with businesses losing approximately $12 billion in the first four weeks and small businesses facing a cash flow pressure of $3 billion weekly [8][11] Economic Impact - The Congressional Budget Office warns that the shutdown could reduce the annualized GDP growth rate by 1-2 percentage points, resulting in an irretrievable economic loss of $7 billion to $14 billion [8] - Approximately 42 million low-income individuals relying on the Supplemental Nutrition Assistance Program will face disruptions starting November 1 due to funding exhaustion, leading to a food crisis in states like New York [8][11] - The shutdown has led to a significant reduction in consumer spending, as federal employees are uncertain about their paychecks, which could further drag the economy down [11][14] Political Dynamics - The shutdown is a result of a political stalemate between Democrats and Republicans over healthcare spending, with the consequences disproportionately affecting the public [11][13] - The current situation is evolving into a structural crisis, highlighting the vulnerabilities in the U.S. economic system and the implications of political infighting on economic stability [13][14]