• May 31, 2022
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  Some say supply chain bottleneck loosening up

  
  

  ... part from perhaps less demand, perhaps from actual loosening.
  

  
  

  JPM reported LA ports are looser than previous months.

  
  

  BOA said on trucking that capacity is higher than previous months.

  
  

  Retailers are talking about double digit inventory gains, so some think they might now order less or not the same stuff. We might see store shelves full again and things going to the clearing isle.

  
  

  Core PCE price index has been sideways for 4 months (and down YoY).
  

  
  

  People looking at inventory to sales ratio. How quickly can retailers turn over what they have.
  

  
  

  

  
  

  

  
  

  
   
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  <div><b>Some say supply chain bottleneck loosening up</b></div><div><br></div><div>... part from perhaps less demand, perhaps from actual loosening. <br></div><div><br></div><div>JPM reported LA ports are looser than previous months.</div><div><br></div><div>BOA said on trucking that capacity is higher than previous months.</div><div><br></div><div>Retailers are talking about double digit inventory gains, so some think they might now order less or not the same stuff. We might see store shelves full again and things going to the clearing isle.</div><div><br></div><div>Core PCE price index has been sideways for 4 months (and down YoY). <br></div><div><br></div><div>People looking at inventory to sales ratio. How quickly can retailers turn over what they have. <br></div><div><br></div><div><img src="/assets/post_imgs/1654017817_Screenshot_2022-05-31_17-23-14.png" class="appended-img"></div><br><div> <img src="/assets/post_imgs/1654017903_Screenshot_2022-05-31_17-24-34.png" class="appended-img"></div><div><br></div><img src="/assets/post_imgs/1654018238_Screenshot_2022-05-31_17-30-26.png" class="appended-img"><br>  

  Some say supply chain bottleneck loosening up

  
  

  ... part from perhaps less demand, perhaps from actual loosening.
  

  
  

  JPM reported LA ports are looser than previous months.

  
  

  BOA said on trucking that capacity is higher than previous months.

  
  

  Retailers are talking about double digit inventory gains, so some think they might now order less or not the same stuff. We might see store shelves full again and things going to the clearing isle.

  
  

  Core PCE price index has been sideways for 4 months (and down YoY).
  

  
  

  People looking at inventory to sales ratio. How quickly can retailers turn over what they have.
  

  
  

  

  
  

  

  
  

  
   

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