道富:美国政府关门难关已过,股市期待“疲软得刚好的”数据

链捕手
Nov 12, 2025

ChainCatcher 消息,据金十报道,道富宏观策略主管 Michael Metcalfe 表示,如果美国政府继续关门,经济进一步增长将受到影响。好在政府关门的难关已度过,这意味着经济增长不会受到严重影响。投资者正在关注因政府停摆而未公布的就业数据,权衡美联储是否会在 12 月再次降息。Metcalfe 指出,股市要想延续涨势,数据必须足够疲软以促使美联储降息,但又不能过于疲软,以免引发对经济放缓的担忧。

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