The economy might be growing forcefully...but only because the corporate sector is flush with newly printed FED cash... So, it's a booming economy for M&A, Off-shoring, and over-expansion in Asia and down-sizing in the US... But:
The American consumer is nearly busted...and this will keep showing up in the consumption numbers going forward... Walmart is all about Gloom and Doom now.
Perhaps that's why oil is falling...along with the retail numbers.
