Inventories are at rockbottom ordspråk
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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.
Wayne Ayers
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.
Steven Wood
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.
Henry Willmore
Inventories will be rebuilt for some months to come and that will bolster economic growth.
Dean Maki
We know inventories are probably somewhere near the bottom, ... Businesses are producing [goods], trying to not only meet demand, but also to rebuild inventories.
Sung Won Sohn
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.
David Kelly
Inventories remain very low and will add to third quarter and fourth quarter growth, too.
Ian Shepherdson
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.
Ted Wieseman
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.
Ted Wieseman
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.
Ian Shepherdson
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.
Ian Shepherdson
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.
Mark Vitner
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.
Mark Vitner
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.
Sumit Dhanda
Rising inventories are keeping a lid on prices. Inventories are back at levels we last saw in 1999, but the price is still a couple times higher. The market has been remarkably resilient because there are fears of supply disruptions.
Kyle Cooper
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