Report
Where do we stand in the inventory cycle?
In 2023, industrial confidence indicators were weak, as was manufacturing output. Recently, the ISM manufacturing index in the US and the equivalent PMI in Europe have picked up a little, although they are still low. With hindsight, the normalisation of inventories, after the sudden and sharp rebound observed in 2021 and 2022, has undoubtedly contributed to this gloom. In the US, with the exception of the automotive sector, where there is still room for restocking, the situation ...
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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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