The Whole Inventory Restocking As Part Of GDP Thing

The bears are making themselves heard with the whole “Q4 GDP growth was mostly due to inventory restocking” and they have a good point…

From Econbrowser:

But that doesn’t mean the inventories aren’t being restocked with real money and real purchases…they are. 

The question is whether or not demand from end customers will materialize so that this can continue.

Source:

Strong GDP With Weak Fundamentals (Econbrowser)

Tags: ,

Full Disclosure: Nothing on this site should ever be considered to be advice, research or an invitation to buy or sell any securities, please see my Terms & Conditions page for a full disclaimer.