美国政府关门持续,市场关心的核心数据怎么办?

华尔街见闻
Oct 07

作者:潘凌飞对于投资者而言,当前美国政府关门的核心影响在于,它制造了一个关键经济数据的“真空期”。随着非农就业、CPI等重磅报告的推迟发布,市场判断经济走向和美联储政策路径的难度显著增加。投资者必须转向依赖替代性数据,但需警惕其固有的局限性和潜在偏差。据高盛的分析,本次关门对经济的直接冲击相对可控,预计每周将拖累第四季度GDP年化增长率约0.11个百分点,且这部分损失有望在政府重开后的第一季度得到...

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