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凌晨03:44,千钧一发,一则消息救了世界
Xin Lang Cai Jing·2025-11-07 23:38

Group 1 - The U.S. stock market rebounded from a significant drop, with the Dow Jones and S&P 500 indices showing slight gains, indicating a sense of relief among investors [2] - The S&P 500 index briefly fell below 6700 points, a critical support level, which if breached could trigger a chain reaction of selling from CTA and quantitative funds [2] - The market's rebound was influenced by the Democratic Party's proposal to extend healthcare subsidies in exchange for reopening the government, despite being rejected by the Republican Party [2] Group 2 - During the government shutdown, the Treasury Department continues to collect taxes and issue bonds, leading to an accumulation of funds in the Treasury General Account (TGA), which effectively removes liquidity from the banking system [3] - If the government reopens, the cash trapped in the TGA could flow back into the banking system, potentially triggering a temporary market rebound, but this would not signify the start of a new growth cycle [3] - The upcoming week is critical as Wall Street anticipates the government reopening around mid-November, which could lead to a brief "liquidity melt-up" if the deadlock is resolved [3]