Saturday, December 29, 2018

A contraction

Swamped With Inventory, U.S. Companies Turn to ‘Mobile Storage’ 

Truck trailers increasingly are being parked to hold goods as warehouses, logistics networks overflow

The distribution has become unbalanced and unsettled, that is a non adiabatic change.   Our economy is contracting, likely Q1 2019.  It could be one of those Q1,  'go to zero dips', then a rebound in Q2.  It my be as mild bump, not meeting blue bar standards. The key, watch California.

No comments: