I dati economici continuano a migliorare - gzibordi
By: GZ on Venerdì 18 Gennaio 2002 20:17
i dati economici americani macroeconomici, fiducia dei consumatori e vendite al dettaglio e vendite di beni durevoli
stanno migliorano nettamente
questo CONTRASTA con i dati del settore tecnologico a livello aziendale come
quelli arrivati giovedì e venerdì da microsoft, sun, ford e intel ad es
ma non tutto è sempre facile nella vita,
il puzzle è che l'economia sta migliorando in modo inequivocabile
questo smentisce il catastrofismo per ora
W YORK (Dow Jones)--The tide of goods news on the U.S. economy continues to
And most important, a lot of that good news has centered on the performance
and attitudes of the consumer sector.
Strength there is essential to any economic recovery, especially since
consumers' willingness to spend has been one of the few bright spots shining
through in the overall gloom of the recession that began last spring.
The latest bout of buoyancy hit Friday with the release of the University of
Michigan mid-month report on January consumer confidence. Those who had seen the
subscriber-only report said that it increased to 94.2 from 88.8 in December. It
stood at 83.9 in November.
According to Lehman Brothers, the mid-January sentiment index is the highest
in 12 months "and suggests that the effects of Sept. 11 on the consumer's
confidence level may have abated."
Michigan's mid-January consumer expectations index was said to have risen to
91.7 from 82.3 in December. The early reading on the current conditions index
for January was said to have shown a small decrease to 98.1 from 99.0.
The Michigan report follows a more definitive gauge by the Conference Board
from late December, which also showed an unexpectedly strong gain in consumers'
Other data show that consumers continue to be willing to spend. The government
reported earlier this week that December retail sales edged down 0.1% during the
key Christmas holiday season. But that was much better than the expected 1.1%
drop in retail sales.
These reports have come amid another important development - manufacturers
appear to have now burned off most of the excess inventories they'd accumulated
during the drop in demand early last year, and they're now in position to start
producing again to replenish those stocks.