美政府重启后关键经济数据重新排期 首份“缺席”报告将于下周四发布

Core Points - The U.S. government has ended its shutdown, and the focus is now on the delayed economic data, with the September non-farm payroll report set to be released next Thursday before the market opens [1] - The Bureau of Labor Statistics (BLS) will also release the "real earnings" report the day after the non-farm data, which is crucial for understanding consumer purchasing power [1] - The only data released on time during the shutdown was the September Consumer Price Index (CPI), as it is essential for calculating annual cost-of-living adjustments for Social Security benefits [1] Group 1 - The Commerce Department and its Bureau of Economic Analysis (BEA) have not yet released a new data schedule, leaving key indicators like GDP and PCE without a confirmed release date [2] - This data gap has created market pressure and increased policy challenges for the Federal Reserve, as they must rely on alternative data to assess economic conditions [2] - Some data, such as the October CPI report, may never be collected due to the reliance on field data that could not be gathered during the shutdown [2] Group 2 - The BLS needs to restore multiple statistics, including import and export prices, job vacancies, producer prices, and labor productivity, while the Labor Department is responsible for weekly unemployment claims [3] - The Commerce Department oversees significant data releases, including personal income and spending (including the Fed's preferred PCE inflation), GDP, retail sales, trade balance, and durable goods orders [3] - The Census Bureau announced that it will publish August construction spending, factory orders, and international trade data next week, which were delayed due to the federal shutdown [3]