US retail inventories hit new heights, and probably caused early transpac peak
In a warning to container shipping lines serving North America that the hitherto strong demand ...
By Alex Lennane
Another good article from the WSJ. US business are not expected to restock inventories significantly for the rest of this year, as uncertain demand and a reaction to overstocking takes effect. Inventories will remain in line with GDP growth, according to an AT Kearney report. The rising cost of capital – and so the cost of holding inventory – has also dampened investment, notes the article.
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