The overarching narrative of the markets and economy has been one of strong demand meeting lagging supply, a dynamic that has caused inflation to surge.
While most signs suggest these trends continue to persist, a handful of anecdotes from the past week suggest this narrative could be changing.
Signs that inventories are no longer depleted
Supply chain disruptions have been reflected by depressed inventory/sales ratios. In fact, many businesses have been complaining that sales would be stronger…
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