Climb In Inventory/GDP Ratio Reason For Concern – ValueWalk Premium
US GDP and Inventories

Climb In Inventory/GDP Ratio Reason For Concern

The climb in inventory/GDP ratio offers some pause for concern, as without the drag from inventories, investment spending would have made a positive contribution to GDP, notes Source Research.

Paul Jackson and András Vig of SourceETF in their November 1, 2015 research report “Uncommon Truths” reiterate their preference for equity-like assets and short duration within bond portfolios.
Drawdown in inventories knocked 1.44% from GDP
Jackson and Vig point out that a December

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