Azt mondják nálam okosabbak, hogy a GDP igazából 1% alatt nőtt, a másik majdnem kettő pont a raktárkészletek újrafeltöltésének a következménye, ami azt jelenti, hogy az áru elkészült de nincs eladva, tehát tényleges bevétel sincs még ... ahogy valószínűleg kereslet sincs, tehát előre nézve ez bukta kellene, hogy legyen, hiszen minek új árukat készíteni, ha még a régi sincs eladva ... én ezt nem jó jelnek tartom, de természetesen a piac valszeg nem engem fog igazolni ...
The US economy grew at a 2.8% annualized pace in the supposedly blistering fourth quarter, yet the number was a disappointment not only in that it missed estimates of 3.0% (and far higher whisper numbers) but when one looks at the components, where a whopping 1.94% of the upside was attributable to a rise in inventories as restocking took place. And as everyone knows in this day and age a spike in inventories only leads to sub-cost dumping a few months later. In other words, the economy grew at a 0.8% pace ex inventories.
Bottom line: the artificial economic pick up is over and Q1 will see inventories actually detract from GDP, not to mention the tight fiscal situation no longer being a benefit to growth. Oh yes, and gas is no longer falling. To paraphrase Lester Burnam, "It's all downhill from here."
The US economy grew at a 2.8% annualized pace in the supposedly blistering fourth quarter, yet the number was a disappointment not only in that it missed estimates of 3.0% (and far higher whisper numbers) but when one looks at the components, where a whopping 1.94% of the upside was attributable to a rise in inventories as restocking took place. And as everyone knows in this day and age a spike in inventories only leads to sub-cost dumping a few months later. In other words, the economy grew at a 0.8% pace ex inventories.
Bottom line: the artificial economic pick up is over and Q1 will see inventories actually detract from GDP, not to mention the tight fiscal situation no longer being a benefit to growth. Oh yes, and gas is no longer falling. To paraphrase Lester Burnam, "It's all downhill from here."
OTP részvényesek ide!