The Whole Inventory Restocking As Part Of GDP Thing
- Joshua M Brown
- January 29th, 2010
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)
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The Reformed Broker is a blog about financial markets and the economy. Joshua Brown is a New York City-based investment advisor for high net worth individuals, charitable foundations, retirement plans and corporations... More. -
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