Market Warnings About November Have Proven Accurate, Again
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The inventory cycle is now really starting to drive home. Market curves had warned in real time that economic deterioration stepped up in November, now the hard data comes behind to validate the moves. Imports crashed, and retail inventories slid for the third straight month. Both have not been seen since either pandemic 2020 or late '08/early '09.
Video Length: 00:16:50
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