【UNforex市场前瞻】从数据到政策：下周或成预期重塑关键点

Group 1 - The market environment next week resembles a "first test after a restart," with the U.S. government resuming operations and delayed economic data being released [1] - A series of economic data, including employment, inflation, and manufacturing indicators, will be published, allowing investors to better assess whether the economy is weakening [1] - The Federal Reserve's internal divisions have deepened, with some officials emphasizing financial system pressures while others focus on persistent inflation [1] Group 2 - The market will enter a core phase of "waiting for information to reprice," with asset volatility likely to increase under dual uncertainty [2] - If economic data is solid and policy remains tight, the dollar and long-term yields may strengthen, putting pressure on gold and high-leverage trades [3] - In the context of unclear policies and data, sector differentiation may be more significant than index performance, with notable volatility in high-valuation tech and interest-sensitive sectors [3]