抛开政治，怎么看最近的经济数据严重不一致# Stock
s*8
1 楼
一季度GDP只增长0.7%，主要原因居然是consumer spending于去年持平。
而同时第一季度的三个月Consumer Confidence Index却是屡创新高。四月份虽然降了
一点，但是仍旧超过过去16年的数据。
这是怎么回事呢？
而同时第一季度的三个月Consumer Confidence Index却是屡创新高。四月份虽然降了
一点，但是仍旧超过过去16年的数据。
这是怎么回事呢？
I*a
2 楼
不懂，但是觉得没矛盾啊。
s*i
3 楼
想花钱不等于实际花了钱。
z*e
4 楼
Soft data vs hard data, soft data are based on survey and reflect sentiment
Mkt can still use weather as excuse for hard data
【在 s******8 的大作中提到】
: 一季度GDP只增长0.7%，主要原因居然是consumer spending于去年持平。
: 而同时第一季度的三个月Consumer Confidence Index却是屡创新高。四月份虽然降了
: 一点，但是仍旧超过过去16年的数据。
: 这是怎么回事呢？
Mkt can still use weather as excuse for hard data
【在 s******8 的大作中提到】
: 一季度GDP只增长0.7%，主要原因居然是consumer spending于去年持平。
: 而同时第一季度的三个月Consumer Confidence Index却是屡创新高。四月份虽然降了
: 一点，但是仍旧超过过去16年的数据。
: 这是怎么回事呢？
f*s
5 楼
weakness in consumer spending is strongly associated with recession but not
other data in the report. At a 13.7 percent pace, residential investment
posted a second straight very strong quarter. And in a rare show of strength
, nonresidential investment, which has been subdued, jumped at a 9.4 percent
rate with both structures and equipment showing unusual strength. A surge
in mining investment is a standout of the report.
估计大家都买房去了，房价的增长超过了收入的增长，所以大家只好省着花钱罗。观察
我周围人的情况，确实是这样
other data in the report. At a 13.7 percent pace, residential investment
posted a second straight very strong quarter. And in a rare show of strength
, nonresidential investment, which has been subdued, jumped at a 9.4 percent
rate with both structures and equipment showing unusual strength. A surge
in mining investment is a standout of the report.
估计大家都买房去了，房价的增长超过了收入的增长，所以大家只好省着花钱罗。观察
我周围人的情况，确实是这样
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