Core Insights - The report from UOB highlights the temporary end of the U.S. government shutdown, which lasted for 43 days, but warns of significant risks of another shutdown due to the temporary funding bill lasting only until January 30, 2026 [1][2] - The shutdown has caused delays in economic recovery and may result in the permanent loss of key economic data, impacting policymakers' ability to make informed decisions [1][2] Economic Impact - The report indicates that the resumption of government services will not be immediate, with programs like the federal food stamp assistance for 42 million Americans taking up to a week to fully restore [2] - The Federal Aviation Administration (FAA) has also imposed flight restrictions due to staff shortages caused by the shutdown, which are expected to take a week to lift [2] GDP Forecast Adjustments - UOB has revised its U.S. GDP growth forecasts, lowering the 2025 growth estimate from 1.7% to 1.5% due to the impact of the shutdown, while increasing the 2026 forecast from 1.5% to 1.7% based on expected recovery [2] Risks Ahead - The primary risk for the 2026 forecast is the potential for another prolonged government shutdown after January 30, which could adversely affect sectors like aviation [3]
【环球财经】大华银行:美国政府暂时结束“停摆” 经济复苏与数据完整性面临挑战