As the US moves into the second quarter of 2011, it is tempting to make comparisons with a year ago, just before the double-dip scare in the country pushed down global markets and interest rates. Now, US growth estimates are slipping, the Federal Reserve is talking about an exit strategy and external shocks – the Arab Spring and Japan’s earthquake – have boosted macro-economic risks. Furthermore, US fiscal policy is tightening instead of easing.
隨著美國步入2011年第二季度,人們很容易將現在與一年前進行比較,當時人們對美國的雙底衰退恐慌即將推低全球市場和利率。如今,美國的經濟增幅預測正在下滑,美聯準(Fed)正討論退出戰略,外部衝擊(阿拉伯之春以及日本大地震)加大了宏觀經濟風險。另外,美國財政政策正在收緊,而不是放鬆。
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