Report
US: taking stock of the inventory cycle
In mid-2020, US companies entered the recovery with inventory levels far too low in relation to demand, a situation that is distinctly atypical after a recession. For the past two years, they have been rebuilding their inventories at a frenetic pace. This situation is unsustainable if we assume that consumers are bound to moderate their spending as a result of the negative shock to their real incomes. All told, this is what the Fed is targeting: a slowdown in demand so that infla...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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