Core Points - The U.S. federal government has laid off approximately 4,200 employees across at least eight departments, with the Department of the Treasury being the most affected, losing 1,450 employees [1] - The Community Development Financial Institutions Fund (CDFI), which supports low-income communities, has also seen all 83 of its employees laid off, despite bipartisan support in Congress [2] - The Department of Health and Human Services has over 1,300 employees affected by layoffs, while the Department of Education has 466 employees facing job losses [4][5] Departmental Layoffs - The Department of the Treasury has the highest number of layoffs, totaling 1,450 employees [1] - The Department of Health and Human Services is the second most affected, with over 1,300 employees receiving layoff notices [4] - The Department of Education has laid off 466 employees, impacting special education services and school funding [5] Political Reactions - Some Republican senators have publicly opposed the layoffs initiated by the Trump administration, expressing concerns about the impact on federal employees and public service missions [6] - Bipartisan support for the CDFI was highlighted, with 23 senators emphasizing its critical role in community service and the economic return on investment [2]

Core Points - The ongoing "government shutdown" crisis in the U.S. has led to approximately 750,000 federal employees being furloughed, with hundreds of thousands working without pay, creating a political stalemate where federal workers are seen as "hostages" in a political dispute [1] - President Trump has indicated that furloughed employees may not receive back pay, contradicting the Government Employee Fair Treatment Act he previously signed, causing widespread anxiety among federal employees [1] - The White House has threatened large-scale layoffs if Democrats persist with their demands, with some federal agencies already initiating layoff procedures, although the number of affected employees remains unclear [2] Group 1 - The political deadlock between the Trump administration and Congressional Democrats is placing a heavy burden on ordinary workers, as stated by labor leaders [1][2] - Employees from various federal agencies, including the CDC, are expressing significant anxiety over their job security and the uncertainty of receiving their next paycheck [2][3] - Labor unions and oversight organizations are demanding clarity from the Office of Management and Budget (OMB) regarding compliance with the law to ensure back pay for affected employees [3] Group 2 - The Transportation Security Administration (TSA) employees are primarily required to work without pay during the shutdown, leading to heightened stress, especially for lower-paid new hires [3] - The federal government plans to reduce its workforce by up to 300,000 employees by the end of the year through layoffs and natural attrition [3][4] - A judge has requested detailed information regarding the layoff plans, including the affected agencies and the implementation process [4]

Group 1 - The U.S. government is facing a shutdown due to a lack of agreement between the two parties on budget allocations, with significant implications for federal employees and services [1][3] - Approximately 750,000 federal employees are affected, with some forced into unpaid leave and others, like air traffic controllers, required to work without pay, leading to financial strain [3] - Tourist attractions such as the Washington Monument and the Liberty Bell are closed, disappointing visitors and impacting the tourism industry, which is losing about $1 billion weekly [4] Group 2 - Key economic indicators like non-farm payroll data and CPI are stalled, hindering the Federal Reserve's ability to make informed economic decisions [4] - The tourism sector is experiencing significant losses, with surrounding businesses near national parks losing approximately $77 million per day due to the shutdown [4] - The ongoing political standoff is characterized as a "farce," with both parties failing to address the real-life impacts on citizens, emphasizing the need for compromise to avoid prolonged disruptions [4]

Group 1 - The U.S. labor market is facing additional strain due to an unprecedented government shutdown, which may force the Federal Reserve to consider interest rate cuts amid data interruptions [1][4] - The Trump administration is utilizing the government shutdown crisis to advance a second round of large-scale federal employee layoffs, with expectations of a significant reduction in federal workforce by the end of the year [1][2] - Approximately 154,000 federal employees have accepted the Deferred Resignation Plan, with about 100,000 already removed from the government payroll [2][3] Group 2 - The government shutdown is expected to temporarily lay off around 750,000 employees, with the White House indicating a move towards permanent layoffs rather than just temporary furloughs [3] - The inability to release key economic data, such as the September non-farm payroll report and CPI inflation data, complicates the Federal Reserve's policy-making process [4] - Analysts warn that the combination of private sector job losses and large-scale federal layoffs could further deteriorate the labor market, reinforcing the case for preemptive monetary easing [4]

Core Points - The U.S. federal government has entered a "shutdown" due to the Senate's failure to pass a temporary funding bill, affecting approximately 750,000 federal employees who are forced into unpaid leave, disrupting various public services and tourist activities [1][2][3] Group 1: Impact on Federal Employees - About 750,000 federal employees are on unpaid leave, while military and border patrol personnel are working without pay [2] - The U.S. Vice President warned that prolonged shutdown could lead to layoffs, with the White House spokesperson indicating that federal layoffs are likely to occur soon [2][3] - The U.S. Commerce Department plans to cut 1% of its 14,000 employees due to the shutdown [3] Group 2: Effects on Tourism and Public Services - Many tourist attractions are closed, disrupting travel plans for visitors, with iconic sites like the Washington Monument and the Capitol Visitor Center shutting down [4][5] - The National Park Service has placed about two-thirds of its employees on unpaid leave, affecting over 400 sites, although some areas may remain open with limited access [4][5] Group 3: Consequences for the Aviation Industry - The aviation sector is under pressure, with over 11,000 of the 44,000 Federal Aviation Administration employees on unpaid leave, leading to potential delays and cancellations of flights [6][7] - The current staffing levels for air traffic controllers are at a historic low, exacerbating the challenges faced by the aviation safety system [7]

Core Points - The U.S. government is facing a potential shutdown due to a budget impasse between the two major political parties, with a deadline approaching on October 1 [1][5][6] - The budget process is complicated by the U.S. fiscal year running from October 1 to September 30, leading to annual conflicts over budget approvals [3][5] - The Federal Reserve's operations are not directly affected by a government shutdown, as it operates independently and does not rely on congressional appropriations [10][13] Group 1: Budget Impasse - The Democratic Party is advocating for extended subsidies for the Affordable Care Act, while the Republican Party is focused on budget cuts to healthcare [5] - A vote is scheduled for September 30, and failure to pass the budget will result in a government shutdown starting that evening [6] Group 2: Federal Reserve Operations - The Federal Reserve is set to hold its next meeting on October 28-29, during a potential government shutdown period [8] - Despite a government shutdown, the Federal Reserve staff will continue to work, as it is not a subordinate department of the government [10][13] Group 3: Impact on Economic Data - A government shutdown may delay the release of key economic indicators such as non-farm payroll and CPI data, which are crucial for the Federal Reserve's decision-making [15][16] - The inability to access timely economic data could lead the Federal Reserve to maintain current interest rates instead of proceeding with anticipated cuts [15][17]

美国联邦政府资金将于当地时间9月30日午夜耗尽，政府再次陷入停摆危机。美国国会两党领导人29日 在会见特朗普后纷纷对媒体表示，双方存在巨大分歧，谈判进展甚微。 当地时间9月26日，美国劳工部发布应急计划称，正在寻求确保劳工部各机构能够在出现停摆时有序暂 停计划和运营，同时继续开展在停摆期间获准继续进行的有限活动。美国劳工部称，若政府陷入停摆， 劳工部将不会发布预计本周公布的关键就业报告和其他数据，这些报告将提供有关经济走向的重要线 索，并在美联储政策制定者10月份下次会议之前提供信息。 ...

【导读】 特朗普通知国会计划撤销数十亿美元的外援资金 中国基金报记者 泰勒 大家周末好，简单关注一下特朗普的新消息。 特朗普绕过国会批准，拟削减49亿美元对外援助 这场斗争已经使特朗普自己的党派分裂，尤其是在参议院，南达科他州的共和党人迈克·朗兹和缅因州的苏珊·柯林斯担心，这可能会破坏 长期以来的权力划分理解，即谁拥有"掌控财政"的权力。 参议院拨款委员会主席苏珊·柯林斯在声明中表示： "任何在未经国会批准的情况下撤销已拨款的资金，都是对法律的明显违反。" 通过利用1974年法律中关于总统必须支出国会批准资金的灰色地带，白宫希望通过利用时间表来为自己争取优势。《拨款控制法案》允许 总统在国会考虑撤销提案期间临时冻结支出45天。此类撤销曾是常见做法，特朗普在今年复兴了这一做法，要求国会取消了90亿美元的公 共广播、外援和全球健康项目支出。 但如果提案出现在财政年度的最后几周，白宫的这一举动将挑战了对 《拨款控制法案》 的通常理解。 根据该法案，白宫可以暂停支出45 天，同时请求国会通过一项撤销这笔资金的措施。如果国会在45天后没有采取行动，这笔钱就必须被发放。白宫预算主管 沃斯 长期以来一 直表示，他想使用他所 ...

Group 1 - The U.S. labor market data has been significantly revised downwards, with a total of 258,000 jobs disappearing from the non-farm payrolls over two months, indicating a potential systemic issue with the accuracy of employment statistics [2][4] - The U.S. government has a history of releasing favorable employment data to boost market confidence, only to later revise these figures downward, which has raised concerns about the integrity of the data [4][6] - The recent employment data revisions have led to negative implications for President Trump's administration, as he faces pressure to address the weak job numbers and has called for the dismissal of key economic officials [4][6] Group 2 - The job growth reported in June, which showed an increase of 147,000 jobs, was misleading as the majority of new positions were in government, education, and healthcare, while retail and manufacturing sectors showed little to no growth [6][7] - The current economic situation in the U.S. presents a dilemma for monetary policy, where both raising and lowering interest rates could lead to significant risks for the economy [6] - In the context of U.S.-China trade negotiations, the U.S. appears anxious and is employing various strategies, while China maintains a stable and patient approach, suggesting a potential delay tactic from the Chinese side [7]

Group 1: Tariff Policy Impact - The average effective tariff rate on imported goods in the U.S. has reached 18.3%, the highest since 1934, indicating extreme levels of trade protectionism [1] - The new tariffs, ranging from 10% to 41%, will affect 69 trading partners, with 40 countries facing a 15% tariff rate [3] - The tariff policy is projected to reduce U.S. GDP growth by 0.5 percentage points annually in 2025 and 2026, and increase the unemployment rate by 0.3 percentage points by the end of 2025 [3] Group 2: Consumer Spending and Price Increases - The tariffs are expected to increase average household spending in the U.S. by $2,400 by 2025, with significant impacts on clothing prices, which may rise by 38% [3] - Short-term price increases for consumer goods are anticipated, with footwear prices potentially increasing by 40% [3] Group 3: Employment Data and Market Reactions - The U.S. non-farm payrolls increased by only 73,000 in July, significantly below the expected 100,000, with the unemployment rate rising to 4.2% [4] - Employment data for May and June was revised downwards, with a total downward adjustment of 258,000 jobs [4] - The weak employment report has increased the likelihood of a Federal Reserve interest rate cut in September, raising expectations from 40% to 63% [4] Group 4: Market Performance - U.S. stock markets experienced a significant decline, with a total market capitalization loss exceeding $1 trillion due to the new tariffs [5] - European stock markets also fell sharply, with major indices dropping nearly 3% in France [5] - Increased market volatility led to a rise in gold prices, with spot gold surging by 2.22% to surpass $3,360 [5]