Group 1 - The upcoming economic data releases, particularly the September non-farm payroll report and CPI, are expected to create volatility in the stock market due to concerns over a weak job market and persistent inflation [1][2] - The delay in economic data release caused by the government shutdown may lead to market misinterpretation, with investors potentially focusing on negative trends rather than positive indicators [2][3] - Investors are currently shifting towards value stocks, moving away from high P/E growth stocks, which has led to the Dow Jones index reaching a historical high [4] Group 2 - The September non-farm employment report is anticipated to have less impact on the market compared to previous reports, as the November employment data will be released before the Federal Reserve's policy meeting [2] - The overall annual inflation rate has risen to 3%, raising concerns about future price increases, as indicated by the CPI report [3] - The recent market sell-off has led to uncertainty among investors regarding the short-term outlook and the next catalysts for market direction, especially with limited economic data available [4]
华尔街迷失方向,过时数据仍有可能引爆市场恐慌?
Jin Shi Shu Ju·2025-11-17 04:21