A simple review of recent data on demand in the US for actual goods.

ABOOK Nov 2013 Japan Imports Less PetroABOOK Nov 2013 Japan US Imp From ChinaABOOK Nov 2013 Japan US Imp From China v EU

Less people driving to work (because fewer are working?).

ABOOK Nov 2013 Japan Gasoline SalesABOOK Nov 2013 Japan Miles Driven

Perhaps the US can take the Japan route and export our way into the monetary panacea?

ABOOK Nov 2013 Japan Exports US

Well, at the very least, the above data gives us a global trade reason for this:

ABOOK Nov 2013 TIC Monthly Official and Private 6mo

 

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