美国政府关门36天！谁在阻碍特朗普政府？会爆发更大的危机吗？

Core Points - The U.S. government shutdown has reached a record duration, surpassing the previous record of 35 days set in 2018, with the latest funding bill failing for the 14th time [1][6] - The shutdown is primarily due to a stalemate between the two parties over healthcare subsidies, with one side wanting to extend subsidies and the other aiming to cut spending and reduce staff [6][8] - Approximately 750,000 federal employees are on unpaid leave, and many Americans are struggling financially due to the lack of income, leading to increased reliance on food assistance [10] Economic Impact - The Congressional Budget Office estimates that the economic loss from the shutdown is about $7 billion for every four weeks, potentially reaching $14 billion if it lasts eight weeks [10] - The shutdown has led to increased liquidity pressure in the financial markets, with the Treasury General Account (TGA) balance rising significantly while normal government spending is halted [12] - Interbank borrowing costs have risen, with the Secured Overnight Financing Rate (SOFR) reaching 4.22%, indicating tight cash conditions in the banking sector [13] Market Reactions - The ongoing liquidity issues are affecting the stock market, which has been supported by a few leading AI companies [16] - The Federal Reserve's decision to halt balance sheet reduction in December is a response to the liquidity pressures caused by the shutdown [15] - The potential for a rapid release of funds into the market once the government reopens could create a rebound opportunity for the market [18]