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Further Behind
Slowly the optimism fades as last year’s spurt of activity is recognized for what it was: temporary. It is entirely common for such ebbs and flows to take place in inventory approaching recessions, as...
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Confused Stasis
There was not much new to report in today’s durable goods estimates, consisting of largely the same we have seen since mid-2012. But that in and of itself is noteworthy, particularly as other...
View ArticleClik here to view.
Further Behind
Slowly the optimism fades as last year’s spurt of activity is recognized for what it was: temporary. It is entirely common for such ebbs and flows to take place in inventory approaching recessions, as...
View ArticleClik here to view.
Confused Stasis
There was not much new to report in today’s durable goods estimates, consisting of largely the same we have seen since mid-2012. But that in and of itself is noteworthy, particularly as other...
View ArticleClik here to view.
Demand, Supply, and Landmines, Oh my
Some call it the accordion effect while others refer to it in terms of a bullwhip. Whatever the terminology, the supply chain mess has created a set of perverse incentives leading to a positive...
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