11-feb-2012, 23:27
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Puede que indice no acertase, pero marca una caída acusada en Noviembre que si la unimos a la siguiente noticia ... Guest Post: Why Is Gasoline Consumption Tanking? | ZeroHedge
Que nos muestra la gráfica de ventas al detall de gasolina en USA vemos que: 
Y que después de descartar diferentes motivos que puedan justificar una caída del 27% desde Julio a Noviembre acaba por dar la explicación más simple; austeridad, unido a una baja actividad económica, en palabras llanas, recesión. Cita:
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There are no data-supported broad-based drivers for dramatically lower gasoline consumption other than austerity and lower economic activity. The code-word for "austerity and lower economic activity" that is verboten in the Mainstream Media is "recession." Indeed, if you examine the EIA data, the only causal factor that has backing in the data is recession--or if you prefer, austerity and lower economic activity.
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What other plausible explanation is there for the decline from 42.4 MGD in July 2011 to 30.9 MGD in November 2011 other than a dramatic decline in discretionary driving? That 27% drop in a few months in unprecedented, except in times of war or sharp economic contraction, i.e. recession.
If we stipulate that vehicles and fuel consumption are essential proxies for the U.S. economy, then we can expect a steep decline in economic activity to register in other metrics within the next few months.
Such a sharp drop would of course be "unexpected" given the positive employment data of the past few months. But as the data above shows, employment isn't tightly correlated to gasoline consumption: gasoline consumption reflects recession and growth.
In other words, look out below.
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