The U.S. economic growth rate in the third quarter is expected to remain strong, mainly due to the resilience of consumer spending and the recovery of business investment: employment and wages support resident consumption, while the return of manufacturing and adjustments in the Supply Chain drive an increase in corporate capital expenditure. However, GDP data is delayed by 43 days due to the government shutdown, still highlighting the "K-shaped growth" characteristic of the U.S. economy—high-income groups are driven by asset and employment advantages to strengthen consumption, while middle and low-income households are squeezed by inflation, leading to weaker purchasing power, with consumption being more concentrated on necessities.

Looking ahead to the fourth quarter, the rise may slow down: cost of living pressures remain, with some services and housing prices exhibiting strong stickiness; the lagging effects of the government shutdown may disrupt public spending and related Supply Chains; high interest rates continue to suppress real estate and corporate financing, compounded by the restart of student loan repayments and weakening external demand, the economy may gradually shift from strong growth to moderate expansion.