A major shift in the economic narrative could be underway

The overarching narrative of the markets and economy has been one of strong demand meeting lagging supply, a dynamic that has caused inflation to surge.

While most signs suggest these trends continue to persist, a handful of anecdotes from the past week suggest this narrative could be changing.

Signs that inventories are no longer depleted

Supply chain disruptions have been reflected by depressed inventory/sales ratios. In fact, many businesses have been complaining that sales would be stronger…

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