白宫周五在社交媒体平台X上发文称，由于国会未能通过临时拨款法案，资金短缺导致调查人员无法外出采集数据，从而"使我们失去了关键 数据"，"其经济后果可能是毁灭性的"。 白宫指出，这"将是历史上首次"无法公布相关信息。 美东时间周五（10月24日），白宫宣布，由于美国政府关门，下个月可能不会公布通胀数据。 分析人士指出，美国政府"停摆"持续的核心原因在于两党就医保福利支出问题僵持不下，临时拨款法案始终无法通过。 截至周五，共和党人与民主党人在临时拨款立法上的僵局已进入第24天。目前约有70万名联邦雇员被迫休假，另有近70万人无薪工作。 虽然政府仍在停摆中，但美国9月消费者价格指数（CPI）报告于周五公布，以便社会保障局能据此计算数百万退休人员及其他福利领取者的 2026年生活成本调整方案。这份报告原定于10月15日发布。 白宫新闻秘书卡罗琳·莱维特在另一条X帖子中表示："民主党选择让政府继续关门，可能导致10月通胀报告无法发布，这将使企业、市场、 家庭以及美联储陷入混乱。" 美国联邦政府关门已进入第四周，这是美国历史上持续事件第二长的政府"停摆"事件。 自10月1日政府停摆以来，参议院民主党人多次阻止临时拨款法案 ...

Core Viewpoint - The U.S. government shutdown has entered its fourth week, potentially preventing the release of inflation data next month for the first time in over seventy years [2] Group 1: Impact on Inflation Data - The Labor Statistics Bureau will be unable to complete the inflation report due to investigators being unable to collect data [2] - The release of September inflation data was already delayed by nine days due to the shutdown [2] Group 2: Implications for the Federal Reserve - The absence of inflation data will create greater uncertainty for the Federal Reserve in adjusting interest rates and assessing price trends [2]

Core Viewpoint - The U.S. government shutdown has entered its fourth week, potentially preventing the release of inflation data next month for the first time in over seventy years [2] Group 1: Impact on Inflation Data - The Trump administration indicated that the Labor Statistics Bureau will be unable to complete the inflation report due to investigators being unable to collect data [2] - The release of September inflation data was already delayed by nine days due to the shutdown [2] Group 2: Implications for the Federal Reserve - The absence of inflation data will create greater uncertainty for the Federal Reserve in adjusting interest rates and assessing price trends [2]

（原标题：通胀数据姗姗来迟 美联储本月降息板上钉钉？） 截至10月24日，美国联邦政府"停摆"已达23天，成为历史上第二长的联邦政府关门纪录，仅次于特朗普 第一个任期内35天的"停摆"期。 这场政治僵局不仅让数十万联邦雇员被迫无薪工作，更令市场依赖的经济数据陷入"断供"危机。 不过，原定于10月15日发布的9月通胀数据于北京时间10月24晚8点半公布。美国劳工统计局公布的数据 显示，美国9月消费者物价指数（CPI）同比增长3%，预估为3.1%，上月数据为2.9%；环比增长0.3%， 预期为0.4%，上月数据为0.4%。由于通胀数据不及预期，美联储本月加息概率增大。 关键数据延迟或缺失 据央视新闻报道，美国参议院于当地时间10月22日再次否决共和党提出的临时拨款法案，使联邦政 府"停摆"的僵局持续未解。该法案旨在将政府资金支持延长至11月21日，从而结束当前停摆状态。 此次表决共获得54票赞成、46票反对，仍未达到通过所需的60票门槛。这已是参议院第12次否决该临时 拨款提案，反映出两党在医保预算议题上仍存根本性分歧。民主党坚持在临时预算中加入医保相关预算 条款，而共和党方面主张应先恢复政府运转，再就医保预算展 ...

Core Viewpoint - The U.S. government shutdown has entered its fourth week, potentially preventing the release of inflation data next month for the first time in over seventy years, impacting the Federal Reserve's ability to adjust interest rates and assess price trends [1] Group 1: Government Shutdown Impact - The shutdown has delayed the release of inflation data, with September's data already postponed by nine days [1] - The Labor Statistics Bureau is unable to complete the inflation report due to investigators being unable to collect data [1] Group 2: Implications for the Federal Reserve - The absence of inflation data will create greater uncertainty for the Federal Reserve in making decisions regarding interest rate adjustments and evaluating price movements [1]

Core Viewpoint - The article highlights that the recent U.S. inflation data for September has come in lower than expected, which has led to increased market expectations for the Federal Reserve to cut interest rates in the near future [2][3][5]. Inflation Data Summary - The U.S. Consumer Price Index (CPI) for September showed a year-on-year increase of 3%, below the market expectation of 3.1%, and a month-on-month increase of 0.3%, also below the expected 0.4% [3][5]. - The core CPI, which excludes food and energy prices, also rose by 3% year-on-year, lower than the anticipated 3.1%, and increased by 0.2% month-on-month, below the expected 0.3% [5][6]. Market Reaction - Following the CPI report, U.S. stock indices surged, with the Nasdaq rising over 1% to reach a historical high, while the Dow Jones and S&P 500 also set new records [2][9]. - Major tech stocks performed strongly, with AMD increasing over 7%, marking a historical high, and other semiconductor stocks also seeing significant gains [9]. Federal Reserve Expectations - Analysts suggest that the CPI data strengthens the case for the Federal Reserve to lower interest rates again in December, with traders betting on a cumulative rate cut of 120 basis points over the next 12 months [2][6]. - The report indicates that the Fed is likely to maintain a focus on softening employment data, even if core CPI remains above the 2% target [9][10]. Government Shutdown Impact - The article notes that the government shutdown has affected the timely release of economic data, with the Labor Statistics Bureau unable to collect necessary price information for October, complicating future policy decisions for the Fed [8][10].

（文章来源：新华财经） 美国白宫方面表示，下个月可能将是历史上第一次没有通胀数据可以发布。由于政府关门，调查人员无 法前往实地开展工作，这导致无法获取关键数据，其经济影响可能会极其严重。 ...

Core Insights - The recent inflation data has been described as a "timely rain" that alleviates market anxiety and supports the prevailing expectation of moderate inflation [1][2] - The current issues in the job market explain the Federal Reserve's commitment to its existing policy path [1][2] - Market expectations for two additional interest rate cuts this year have risen to 88%, which has led to a nearly 0.7% increase in S&P 500 futures [1][2] - Overall, this data has injected new momentum into the market's upward trend, although a significant deviation from expectations could trigger sell-offs [1][2]

Core Points - The White House announced that the ongoing government shutdown is likely to prevent the release of October's inflation data, marking a historical first for such an occurrence [1] - The shutdown has entered its fourth week, with Senate Democrats blocking temporary spending bills unless certain healthcare provisions are included [1] Group 1: Inflation Data Impact - The lack of funding has led to federal employees, including key agency staff, being furloughed, which hampers the collection of essential price data for the Consumer Price Index (CPI) [2] - The September CPI showed a year-over-year increase of 3.0%, up from 2.9% in August, while the month-over-month increase of 0.3% was below market expectations [2] - Analysts emphasize that without the collection of price information in October, reconstructing a CPI report will be extremely challenging [2] Group 2: Market Implications - The White House's statement serves as a reminder to the market that the absence of critical data complicates the Federal Reserve's policy decisions in December [2] - While policymakers may have confidence in employment trends, their grasp on inflation direction is significantly weakened due to the lack of data [2]

Core Points - The White House announced that due to the government shutdown, the U.S. government may be unable to release the inflation data for October, marking the first time in history that this data will not be published [1] - The White House emphasized that the funding shortfall has hindered investigators from collecting critical data, which could lead to confusion for businesses, markets, households, and the Federal Reserve [1] - The government shutdown has now lasted for four weeks, with Senate Democrats blocking temporary spending bills unless healthcare subsidies are extended [1] Group 1 - The inability to publish the October inflation report is a significant event that could impact various sectors [1] - The government shutdown has resulted in a funding gap affecting federal employees, including those in key government agencies [2]