Workflow
劳动力市场与美联储降息
icon
Search documents
今夜,直线拉升!特朗普,改口了!
中国基金报· 2025-11-05 16:20
Core Viewpoint - Trump emphasizes the need to reopen the government quickly, stating that the government shutdown is negatively impacting the stock market, which has seen multiple highs in the past nine months and is expected to reach new highs again soon [4][6]. Group 1: Market Performance - On November 5, U.S. stock indices opened lower but ended the day higher, with the Nasdaq rising approximately 0.7% and the S&P 500 increasing about 0.4% [2]. - Trump noted that the stock market has been performing well despite the government shutdown, which has lasted for 36 days, marking the longest in U.S. history [6]. Group 2: Political Context - The recent election results in Virginia and New Jersey showed Democratic victories, which Trump attributed to the government shutdown affecting voter sentiment against the Republican Party [6][7]. - Polls indicate that around 60% of voters expressed anger or dissatisfaction with the current state of the nation, suggesting a potential shift in political control for the Democrats in the upcoming midterm elections [7]. Group 3: Employment Data - The ADP report revealed that private sector employment increased by 42,000 in October, following a revised decrease of 29,000 in September, indicating some stabilization in the job market [9][10]. - Despite the slight increase in employment, the overall trend shows a weakening labor market, which may influence the Federal Reserve's decision on future interest rate cuts [11].