Workflow
缩表政策
icon
Search documents
抛售1.6万亿美元,美债最大卖家现身,政府停摆,特朗普坐不住了
Sou Hu Cai Jing· 2025-10-01 08:21
Group 1 - The U.S. government is facing a shutdown crisis as Congress has rejected short-term funding bills, risking a funding lapse by September 30, which could lead to 800,000 federal employees being furloughed and a quarterly GDP annualized growth reduction of approximately 0.2 percentage points [1][3] - The current political climate is marked by unprecedented measures from the White House, including requests for federal agencies to prepare for large-scale layoffs, indicating potential long-term structural adjustments within federal agencies and their employees [3][5] - The ongoing deterioration of bipartisan relations has resulted in significant opposition on key issues such as healthcare and immigration, with the Trump administration's relationship with congressional leaders being particularly strained, which could lead to immediate impacts on millions of citizens reliant on government assistance programs [5][7] Group 2 - The potential government shutdown could result in a weekly GDP loss of $7 billion, affecting federal employee salary payments and consequently reducing consumer spending, which may heighten market fears regarding policy uncertainty [7] - The U.S. national debt has surpassed $37 trillion, with the Federal Reserve becoming the largest seller of U.S. Treasuries, reducing its holdings from $5.8 trillion to $4.2 trillion since 2022, reflecting a tightening monetary policy amid inflation and employment pressures [10] - The U.S. economy is facing self-imposed challenges, such as tariffs that could lead to an annual loss of $125 billion, alongside border restrictions and immigration limitations that may further slow economic growth [10][11]