The Inventory Imbalance Might Be The Worst Economic Factor For H2

By |2015-08-04T15:21:32-04:00August 4th, 2015|Economy, Federal Reserve/Monetary Policy, Markets|

With factory orders continuing to be much worse than they appear, it makes sense to try to measure the effect of over-optimism accounted by inventory. Recessions themselves were once almost exclusively set up by this one factor, as the difference between production and sales, caught up within the supply chain, eventually works out toward alignment. Companies are willing to hold [...]