Group 1 - The U.S. government shutdown has delayed the release of key economic data, impacting assessments of employment and economic conditions [1][3] - Key data such as the non-farm payroll report, CPI, retail sales, and personal income and spending have been postponed, affecting market expectations and Federal Reserve policy decisions [1][3] - Despite market speculation about a weakening U.S. economy, there are signs of sectoral performance variability, indicating a potential economic transformation rather than a straightforward downturn [1][4] Group 2 - The October employment report may be released soon, but other important data like CPI, PPI, and GDP figures could be delayed by at least a week [3] - Market sentiment regarding "data weakness" may not align with actual outcomes, as historical patterns suggest that government reopening could shift future data perceptions [4] - The volatility in international gold prices is influenced by speculative trading, which may lead to sudden reversals if actual data diverges significantly from expectations [4]
美国经济数据恢复公布 也要小心这些陷阱
Sou Hu Cai Jing·2025-11-15 12:03