美國:該衰沒衰。個人消費支出再次驗證了在無金融穩定威脅的情況下,就業和時薪帶來的消費韌性,尤其是 4 月個人消費支出不僅有收入增長的貢獻,還有居民儲蓄率又掉頭向下的增量。與國內收入下台階、儲蓄率上台階,消費加速回落的趨勢形成鮮明對比。

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