But the recovery is not coming from US consumers. It is coming from US government bail outs, US FED QE and 0% interest rate policy, US government tax credit to housing and auto, US government contracts to US corps. Those are major sources where money come from domestically.
US multi-international corps get profit from offshore markets, but they are not paying US taxes. So US J6Ps are suffering not prospering (such as more teachers will be cut. more people will live on food stamps. etc.)