Die Dichotomie zwischen den stets schwachen weichen Daten (PMI-Umfragen, ZEW usw.) und den soliden harten Daten (Industrieproduktion, Einzelhandelsumsätze usw.) setzt sich fort, wobei einige Volkswirtschaften trotz der aufeinanderfolgenden Schocks, die die meisten von ihnen erlebt haben, keine Verlangsamung verzeichnen. Dieses Paradoxon trifft vor allem auf die USA und die Eurozone zu, ist aber auch in den meisten anderen Industrieländern zu beobachten. Befinden wir uns nun in einer Rezession oder nicht? Ist es möglich, dass die Ökonomen – vielleicht zum ersten Mal – richtig liegen, indem sie eine Rezession korrekt vorhergesagt haben?
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