On the same day that 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.
美聯儲主席本?伯南克(Ben Bernanke)宣稱美國經濟“初現復蘇跡象”的同一天，認為最壞時候已經過去的論點就被糟糕的美國零售數據潑了冷水。但對于3月份零售同比下降9.4%，市場為何如此驚異？畢竟，家庭正竭力減輕負債，而雖說近期經濟活動有所好轉，但“拿住宅當提款機”的日子已經過去。
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