Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

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Nov 21 9:30 AM EST

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Kirk ©

To: Sdgla who wrote (15817)	4/15/2023 12:01:03 PM
From: Elroy	1 Recommendation Read Replies (1) of 26595

From manufacturing to retail all I see is a slow grind downward. From what starting point? If you recall at the end of the pandemic supply chains were all screwed up so that every make of everything was triple ordering. To slow down from triple ordering to single ordering is not a disaster, but it is a slow down. I think the chaos of the pandemic, supply chain mess, interest rate massive increases, and now wherever we are (strong employment, strong consumer spending, inflation, slowdown relative to the supply chain driven boom) now makes the entire situation cloudy. But things can't be that bad if employment is booming. Inflation is a problem, demand is not.

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