Domestic private demand, especially consumption, is now weak or falling in over-spending countries (the US, the United Kingdom, Spain, Ireland, Australia, New Zealand, etc.), while not increasing fast enough in over-saving countries (China, Asia, Germany, Japan, etc.) to compensate for the reduction in these countries’ net exports.
De modo que hay una disminución mundial de la demanda agregada en comparación con la saturación de capacidad de la oferta, lo que impedirá una sólida recuperación económica mundial.