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.
美聯準(Fed)主席班•柏南奇(Ben Bernanke)週二表示，有「初步跡象顯示」，美國經濟正在恢復。但就在同一天，糟糕的零售數據給「最艱難時期已經過去」的論點潑了一大盆冷水。不過，爲何市場會對3月份零售額同比下降9.4%感到如此意外？畢竟，美國家庭正在去槓桿化，儘管這一過程最近出現了短暫的停歇，但把家當成提款機的日子已經成爲過去。
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