Market warnings about November have proven accurate. Again.
Eurodollar University - En podcast av Jeff Snider
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The inventory cycle is now really starting to drive home. Market curves had warned in real time that economic deterioration stepped up in November, now the hard data comes behind to validate the moves. Imports crashed, retail inventories slid for third straight month. Both not seen since either pandemic 2020 or late '08/early '09.
