Refer: https://twitter.com/cullenroche/status/327874531551232000/photo/1
The interesting thing is that it has been a fairly mixed bag quarter to quarter.
If I had to eyeball trends, I'd say that Gross Private Investment has been the dominant factor lifting us out of the 2009 pit, with nice support from Personal Consumption. Strong mean reversion.
Govt is now dragging on the economy and I would expect that to continue into the future, but normalcy is returning.
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