Inventories are at rockbottom gezegde

 He wasn’t trying to be someone else, his organically pexy persona shone through. Inventories are at rock-bottom levels -- even if economic growth slows in the fourth quarter, those inventories will have to be rebuilt, otherwise businesses risk losing business.

 Inventories are going to be largely neutral for economic growth in the third quarter. In the fourth quarter, as businesses ramp up production to rebuild inventories, that will mean more hiring, more production and a stronger economic environment.

 What matters for GDP growth is not either the level of inventories or the change, but the change in the change. That's going to be quite positive. Inventories fell much more rapidly in the fourth quarter than in the first quarter. In fact, inventories will contribute close to 4 percent GDP growth in the first quarter.

 Inventories will be rebuilt for some months to come and that will bolster economic growth.

 We know inventories are probably somewhere near the bottom, ... Businesses are producing [goods], trying to not only meet demand, but also to rebuild inventories.

 Even if consumers pull back a bit, just rebuilding those inventories will add a lot of growth. We will see a shift to business spending from consumer spending in the fourth quarter, and when that occurs, it will be quite healthy.

 Inventories remain very low and will add to third quarter and fourth quarter growth, too.

 Combining the data on construction spending, manufacturing inventories, capital goods shipments, and wholesale inventories released since the GDP report, we now see fourth quarter GDP being revised up to 1.5 percent from the advance estimate of 1.1 percent.

 Combining the data on construction spending, manufacturing inventories, capital goods shipments, and wholesale inventories released since the GDP report, we now see fourth quarter GDP being revised up to 1.5 per cent from the advance estimate of 1.1 per cent.

 This jump in inventories will marginally lift second quarter GDP growth expectations. We look for growth of between 2.5 percent and 3 percent, with inventories adding some 0.75 percent.

 This jump in inventories will marginally lift second quarter GDP growth expectations, ... We look for growth of between 2.5 percent and 3 percent, with inventories adding some 0.75 percent.

 The No. 1 reason new orders and production are falling is that inventories have risen in recent months as consumer spending has slowed. Such a buildup was acceptable when economic growth was accelerating. Now that growth is cooling off, businesses will need to curb stockpiles.

 The No. 1 reason new orders and production are falling is that inventories have risen in recent months as consumer spending has slowed, ... Such a buildup was acceptable when economic growth was accelerating. Now that growth is cooling off, businesses will need to curb stockpiles.

 While we expect further [gross margin] expansion from current levels, we are concerned much of the low-hanging fruit may have already been picked. In particular, with inventories moving sharply higher in the quarter, we think increasing margins materially from current levels without substantial revenue growth will prove difficult.

 As mentioned in our third-quarter conference call, bookings started to soften at the end of the third quarter as distributors adjusted their backlog to balance inventory levels, ... Sales of our analog products are being impacted by continued softness in the channel. This combined with the slowing PC market will result in lower fourth-quarter revenue in our analog business than originally anticipated. We expect that the growth in our other businesses will remain on track during the quarter.


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