Stronger consumer spending, along with record-high corporate profits, should boost investment spending further this year, as will re-shoring of economic activity and an improving trade balance, owing to a decline in energy and labor costs in the US. Indeed, shale energy and big-data analytics, two areas in which the US has a strong competitive edge, could be significant supply-side “game changers” for growth.
更强的消费支出以及创纪录的公司利润应能在今年进一步提振投资支出，得益于美国能源和劳动力成本下降的经济活动的回流和贸易平衡的改善亦然。事实上，页岩能源和大数据分析——美国拥有强大竞争优势的两个领域——可以成为强大的供给端增长“局面改变因素”。