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星球日报
星球日报|10月 15, 2025 07:51
[Analysis: U.S. Government Shutdown Pushes the World into a Data Blind Spot, Global Risks Surge Over Time] Odaily Planet Daily News – Adam Posen, Director of the Peterson Institute for International Economics and former Bank of England policymaker, stated that the government shutdown itself and the turmoil surrounding the Bureau of Labor Statistics "intensify widespread doubts about U.S. governance and reliability... This is significant. It will ultimately impact reserve management and monetary decisions, and introduce volatility prospects previously unseen in the U.S." As a major gap emerges in data streams covering approximately one-quarter of global economic output, the longer the government shutdown persists, the more uncertain the outlook becomes. "Of course, there is still a substantial amount of information available, and policymakers are putting significant effort into gathering micro-level data and anecdotal evidence about the U.S.," said Robert Kahn, Global Macro Director at Eurasia Group. "But how best to integrate this information, and importantly, how markets will react to these messages, remain critical unknowns. Over time, accumulating uncertainty increases the risk of errors." (Jin10)
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Timeline

11月 13, 19:50ETF whales continue accumulating, while retail investors remain hesitant
11月 13, 11:30The end of the government shutdown changed the rules of the game.
11月 13, 03:14The U.S. government ends its shutdown, increasing uncertainty in the release of economic data.
11月 13, 01:32The U.S. government shutdown has ended
11月 12, 16:20The probability of the U.S. government ending the shutdown by the 15th has surged to 98%.
11月 12, 13:54The House of Representatives will vote on ending the government shutdown bill on November 13.
11月 12, 07:37Goldman Sachs expects the U.S. October employment data to be released early next week.
11月 12, 04:14The U.S. government blacklisted Chen Zhi's 12w Bitcoin, affecting the fundamentals.
11月 11, 19:01Some October economic data may be permanently missing
11月 11, 16:15Someone is asking the government to rescue AI.

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