道富:美国政府迎来开门曙光 股市期待“疲软得刚好的”数据

Core Viewpoint - The potential impact of a government shutdown on the U.S. economy is significant, but the recent resolution of the shutdown allows for cautious optimism regarding economic growth [1] Economic Impact - Continued government shutdowns could negatively affect economic growth, but the recent resolution has alleviated immediate concerns about severe economic slowdown due to such shutdowns [1] Employment Data - The U.S. employment data, which was delayed due to the government shutdown, is highly anticipated by investors as it may influence the Federal Reserve's decision on interest rates in December [1] Market Sentiment - For the stock market to maintain its upward momentum, the employment data must be weak enough to encourage the Federal Reserve to lower interest rates, but not so weak as to raise concerns about an economic slowdown [1]