TraderS | 缺德道人
TraderS | 缺德道人|Nov 10, 2025 17:29
According to the follow-up process, the Senate just needs to hold a majority vote today. Then on Wednesday, the House will approve it and send it to Trump for signing. This means the U.S. government could fully resume operations as early as this Wednesday, and the $1 trillion in the TGA account can start being spent, with up to $700 billion potentially released directly. Also, if the government reopens on Wednesday and Trump is willing, it's still possible to release the CPI data on Thursday. But the biggest issue is that federal employees are on holiday this month, so the data hasn’t been fully compiled. Even if they manage to pull it together, its credibility will be significantly reduced, and the market might not buy it.
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