On the same day Federal Reserve chairman Ben Bernanke said there were “tentative signs” that the US economy was regenerating, bad retail sales numbers sprayed a hefty dose of defoliant over arguments that the worst is behind us. But why were markets so surprised that sales wilted by 9.4 per cent year on year in March? After all, households are deleveraging and, notwithstanding a blip-up in activity recently, the days of homes-as-ATMs are over.
美联储(Fed)主席本•伯南克(Ben Bernanke)周二表示,有“初步迹象显示”,美国manbetx20客户端下载 正在恢复。但就在同一天,糟糕的零售数据给“最艰难时期已经过去”的论点泼了一大盆冷水。不过,为何市场会对3月份零售额同比下降9.4%感到如此意外?毕竟,美国家庭正在去杠杆化,尽管这一过程最近出现了短暂的停歇,但把家当成提款机的日子已经成为过去。
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