If you want to know what company leaders think, look at what they’re doing with the money. When firms start hunkering down, the oxygen is sucked out of the economy and recessions easily follow — something something Keynesian paradox of thrift. Today, two of the most reliable indicators of the state of the economic cycle are pointing in opposite directions. What are we to think?
如果你想知道公司領導在想什么，就看看他們怎么花錢。當企業開始收縮陣勢，經濟里的“氧氣”被抽走，衰退往往隨之而來——某種意義上的凱恩斯式(Keynesian)節儉悖論。眼下，兩項最可靠的經濟周期指標卻指向相反方向。我們該作何判斷？
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