#美国宏观经济数据 The government shutdown and distorted data are issues that need to be taken seriously. Milan's statement is quite interesting — the inflation data has a "significant upward bias," which means the numbers currently seen might be overstated. For traders following the trend, this is a warning signal.

The key point is that if recent data shifts towards a dovish stance, then the strategic logic of aggressive traders will need to be rewritten. I've been observing a few experts who are skilled at shorting U.S. Treasuries; their position adjustments are becoming more relaxed — this is no coincidence. Rising recession risks and increased expectations of policy rate cuts will directly change capital flows.

Practical experience tells me that macro turning points are often reflected first in traders' positions. Those with keen instincts are already adjusting. I prefer to follow traders with a stable style and clear logic through this transition, rather than chase highly volatile aggressive strategies. Brothers with high risk appetite can consider increasing their positions accordingly, but the allocation should be kept low — after all, the data itself has uncertainties, and when the government resumes operations will directly impact the actual inflation figures.

Wait for clear signals before adding more — this is my experience.