美国，突传重磅！刚刚，集体爆发！

Core Viewpoint - The article highlights the positive market reaction following the U.S. Senate's agreement to end the federal government shutdown, which has been a significant factor affecting liquidity in the market [1][3]. Market Reaction - Major markets responded positively to the news, with U.S. stock index futures rising across the board, European stock index futures also showing positive movement, and the Asia-Pacific markets opening strongly, with the South Korean index up over 2% and the Japanese index rising nearly 1% [6][1]. - Bitcoin surged past $106,000 and Ethereum exceeded $3,600, indicating a strong rebound in the cryptocurrency market [1][8]. Government Shutdown Details - The Senate's agreement includes funding for the government until January 30 of the following year and plans to vote on the Affordable Care Act in December. This agreement aims to prevent future shutdowns and ensures funding for food assistance programs until the fiscal year 2026 [3][4]. - The agreement does not extend the enhanced subsidies for the Affordable Care Act, a key demand from the Democrats, but it allows for a separate vote on this issue later [4]. Economic Impact - The government shutdown has reached a historical high of 40 days, significantly impacting liquidity and economic data. The delay in salary payments to federal employees has weakened consumer spending, which constitutes 80% of overall expenditure [9]. - The Treasury General Account (TGA) balance has risen to $1 trillion due to ongoing financing without spending, contributing to tighter liquidity in the money market [9]. - Consumer confidence in the U.S. has dropped, with the preliminary November index falling to 50.3, indicating ongoing concerns about employment and inflation [9].