ES -- DX/CL -- isee -- cboe put/call -- specialist/public short ratio -- trinq -- trin -- aaii bull ratio -- abx -- cmbx -- cdx -- vxo p&f -- SPX volatility curve -- VIX:VXO skew -- commodity screen -- cot -- conference board

Thursday, May 07, 2009

 

more on inventories


ft alphaville channels standard chartered.

Our guess is that we should expect that inventory liquidation will be even greater in Q2 than in Q1 subtracting a further ½% from GDP (2% at an annual rate).


UPDATE: more from calculated risk.

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Good to see, though, that things will begin to improve in the second half of the year. The boys will be home for Christmas.

 
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