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.


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.