The post-pandemic consumer boom has lasted longer than expected. But the lesson from recent results is that — at some point — depleted wallets snap shut. Ryanair signalled the end of revenge travel. Luxury groups are fraying at the seams. And the auto sector is suffering a veritable car crash.
大流行后的消费繁荣持续的时间比预期的要长。但从最近的业绩中可以看出,在某些时候,耗尽的钱包会“啪嗒”一声关上。瑞安航空标志着报复性旅行的终结。奢侈品集团开始下滑。汽车行业正在经历一场名副其实的车祸。
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