Inventory Buildup News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Team was talking to me this morning about that buildup, and they thought they saw, again we're going to have to see another few quarters to make sure that this is in train, they thought they saw some improvements there in the supply chain. basically you don't get an inventory buildup adding almost 5 percentage points to gdp if your supply chains are as jammed up as they have been. and we have a bunch of data from our supply chain team showing that in fact things have been moving through the ports a lot more quickly. dwell time, if i may get particularly granular, the amount of time that contai...

The moment is how to land the plane and get inflation down without affecting the rest of the economy. it's going to be tricky to land that plane safely and not end up in a recession. >> i think the bond market is showing enough of a recession indicator that by 2023 it seems pretty likely. i think it's -- it's certainly a non-zero probability that you get a recession in the later part of 2022. >> i know you say you're worried about everything. are you worried about that? >> well, those are some very bearish views. again, if you look at the forecast, it's nothing like that and in fact expectatio...

Will be this year probably a little stronger than the consensus? >> i'm not sure. i think the consensus has come down a bit in the last few weeks. i probably would have said that two months ago, fareed, but now i think after too soft employment reports, after a sense that there's been a big inventory buildup that has -- that will get run down and that will come at the expense of gdp, i think that actually the statistics right now and the people who base their judgments on the statistics, are actually a little more optimistic right now than the business folk i talk to who have order books, who ...

Are manifesting deep political opposition to the president and the administration are really thinking that much about what's the best policy. they're trying to figure out what's the best way to politically bash the administration over a law where the rollout has not been good, and where its popularity has been in question for a while. i want to make a comment, if i might, on the gdp numbers. i think they're important. it's true, this number has a 4% handle on it. we haven't seen that for a while. that's a big leap. but about 40% of the accelerati acceleration, the speed-up of gdp in q3 over th...