【申万宏源策略】美政府“关门”难解，欧美股市多数调整——全球资产配置每周聚焦 (20251003-20251010)

Core Viewpoint - The article discusses the ongoing challenges posed by the potential government shutdown in the United States and its impact on global markets, particularly in Europe and the U.S. stock markets, which have seen a majority of adjustments [2] Group 1: Market Analysis - The U.S. government shutdown is creating uncertainty, leading to a cautious approach among investors [2] - European and U.S. stock markets have experienced a majority of declines, indicating a bearish sentiment [2] - The article highlights the need for global asset allocation strategies in light of these market adjustments [2] Group 2: Economic Indicators - Key economic indicators are being closely monitored as the situation develops, with potential implications for investment strategies [2] - The article emphasizes the importance of understanding macroeconomic trends in the context of the government shutdown [2]