Hoppschwiiz schreef op 14 februari 2019 17:09:
Koopmoment?! Die algoritmen zijn volledig op het verkeerde been gezet door de extreem veel slechter dan verwachte retail sales. Waarschijnlijk is het een éénmalige afwijking en geen trend.
These data are so wild that we have to expect hefty upward revisions, but if they stand, they are very unlikely to be representative of the trend over the next few months,” Shepherdson added. “The consumer is no longer enjoying tax cuts or falling gas prices, but that’s no reason to expect a rollover.”
Other economists echoed these sentiments.
“In short, much weaker than expected, but so much so that the data lose credibility,” Jim O’Sullivan, chief U.S. economist at High Frequency Economics, said of the Census Bureau’s data. “The trend may be slowing, but a sudden collapse is at odds with other evidence. To some extent, the weakness may just be payback for exaggerated strength in Oct/Nov., but the net result is less spending growth in Q4 as a whole than expected.