美国家庭正在竭尽全力重塑自己的资产负债表，而资本投资相当健康，因此唯一能够刺激提振生产利用率支出的地方只剩下出口、政府购买和建设投资了。
With households desperately trying to rebuild their balance sheets, and with capital investment remarkably healthy, the only places to boost spending to restore capacity utilization and unemployment to normal levels are exports, government purchases, and construction investment.