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联邦政府停摆创纪录,美债危机爆发,美股反弹,美联储陷两难抉择
Sou Hu Cai Jing·2025-11-07 07:57

Group 1 - The U.S. government shutdown has led to significant challenges for federal employees, with many struggling to make ends meet while the economy shows resilience in consumer spending and job growth [1][3][11] - Political deadlock between Democrats and Republicans over healthcare subsidies has resulted in a prolonged budget impasse, negatively impacting public services and costing the government billions [3][5][15] - Despite the political turmoil, U.S. stock markets are reaching new highs, driven by strong economic data and consumer confidence, indicating that investors are focusing on economic fundamentals rather than political issues [5][11][14] Group 2 - The economic divide is evident globally, with European markets benefiting from low valuations and stable monetary policy, while Japan faces declines due to previous rapid gains and a weak yen [7] - The Federal Reserve is under pressure to navigate monetary policy amidst strong employment data and ongoing inflation concerns, leading to internal disagreements on whether further rate cuts are necessary [9][15] - The current situation reflects a tension between a functioning consumer market and a politically paralyzed government, raising concerns about the sustainability of this balance in the long term [11][12][14]