Group 1 - The U.S. government shutdown has created a "black hole" in economic data, making it difficult for the Federal Reserve to make informed decisions ahead of the December meeting [2][5] - Economists predict that the delayed September employment report may be released shortly after the government reopens, but the October and November data will face significant delays due to the shutdown [2][3] - The current shutdown is the longest in history, lasting more than twice as long as the one in 2013, which has severely impacted the release of economic data for multiple months [4] Group 2 - The uncertainty surrounding economic data is causing the Federal Reserve to be more cautious in its monetary policy adjustments, as highlighted by KPMG's chief economist [5] - The reliance on estimation models for calculating the Consumer Price Index (CPI) for October and November may lead to greater inaccuracies in the data [5] - Key retail sales and inflation data for October are expected to be released around December 18, after the Federal Reserve's meeting has concluded [7]
即便美国政府本周“重开”，美联储12月决议前也拿不到“关键数据”？
Hua Er Jie Jian Wen·2025-11-11 00:38