Group 1 - The article discusses the recent U.S. government shutdown that began on September 30, marking the first such event in nearly seven years, and explores its potential impacts on the U.S. economy and markets [8] - Historical context is provided, detailing previous government shutdowns, their durations, and the political dynamics involved, highlighting the ongoing negotiations around budgetary issues [8] - The current shutdown is characterized by a stalemate between the Republican-controlled Congress and the Biden administration, focusing on healthcare policy exchanges and budgetary disagreements [8] Group 2 - The analysis of August profit growth indicates a significant rebound, attributed to low base effects and other financial factors, while cost pressures remain elevated [10] - The September PMI data shows a shift from traditional sectors to new growth drivers, suggesting a need to monitor the effectiveness of policies aimed at stabilizing key industries [11] - Consumer behavior during the National Day holiday is analyzed, revealing a decline in traditional tourist site popularity and a rise in unique travel experiences, alongside stable pricing trends in accommodation and air travel [13]
申万宏观·周度研究成果（9.27-10.10）
申万宏源宏观·2025-10-11 04:05