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TMGM官网:美国政府停摆,十月CPI和失业率数据会“消失”吗?
Sou Hu Cai Jing· 2025-11-13 03:56
近期,白宫新闻秘书莱维特公开表示,由于美国政府停摆,原定于10月发布的就业报告和消费者价格指 数(CPI)报告可能无法如期公布。这一情况引发了外界对美国经济数据完整性和政策制定影响的关 注。 数据发布面临中断风险 美国劳工统计局作为负责编制和发布就业与通胀数据的主要机构,在政府停摆期间已暂停相关数据的生 成和发布工作。经济学家分析指出,部分经济数据可以在政府恢复运转后补采并发布,但某些特定数据 ——特别是10月份的CPI和失业率——受数据采集方式的限制,很可能因停摆而彻底缺失。 白宫在上月底已预警10月份通胀报告可能无法发布,并指出这在美国历史上尚属首次。一旦成真,这不 仅会影响公众和市场对经济现状的判断,也可能给依赖这些数据的决策者带来挑战。莱维特在发言中强 调,数据缺失将使美联储在评估经济状况时缺乏重要参考,她形容这一局面如同"在关键时期盲飞"。 美联储预计在今年12月举行议息会议,讨论是否进一步调整利率。完整、及时的经济数据对其判断通胀 趋势和就业市场状况至关重要。如果10月份数据确实缺失,决策者将不得不依赖其他替代指标或延迟的 数据进行研判,这可能增加政策制定的不确定性。 具体到就业报告,其编制依赖于 ...
特朗普与马斯克关系恶化的对美国政局发展的影响
Sou Hu Cai Jing· 2025-06-08 04:18
Group 1 - The evolution of the relationship between Trump and Musk reflects the conflict between U.S. internal politics and business interests, providing insights into the dynamics of U.S. political developments [1] - During the cooperation period (2024 to early 2025), Musk supported Trump's campaign with significant funding, gaining substantial influence within the Trump administration [4][5] - The conflict period (April to May 2025) saw Musk publicly oppose Trump's policies, particularly the "reciprocal tariff" policy, leading to heightened tensions and disagreements within the administration [6] Group 2 - The rupture period (end of May 2025) marked a significant breakdown in the relationship, with Musk's net worth declining sharply due to Tesla's stock price drop, symbolizing the ultimate fracture in the power and capital dynamics of U.S. political-business relations [7] - The evolution of Musk and Trump's relationship has led to increased uncertainty in policy-making, highlighting the complexities of conflicts of interest within U.S. political-business relations [9] - The internal conflicts hindered the reforms led by Musk in the "Department of Government Efficiency," reflecting significant resistance to structural reforms within the U.S. government [10] Group 3 - The split between Musk and Trump indicates a new paradigm in the power-capital dynamics of U.S. political-business relations, suggesting a need for a reevaluation of these relationships for more balanced and sustainable development [11] - The evolution of their relationship also illustrates the intensification of political polarization in the U.S., with stark policy disagreements leading to further entrenchment of political positions [12] - Overall, the relationship's evolution serves as a microcosm of the broader struggles within U.S. political-business relations, emphasizing the need for reform in both political relationships and policy mechanisms for sustainable development [14]