
The Macro Viewpoint - US debt ceiling, Swedish lessons, what's concerning companies
HSBC Global Viewpoint
The Rise of Artificial Intelligence
This earnings season we find growing evidence of companies in DM economies talking about de-stocking. Now that in turn is an interesting term because we haven't seen that in the past couple years where companies were focusing on restocking during the supply chain issues. Everything now means companies at some point will have to replenish their inventories perhaps at a better price point and also provide a sustenance to leading indicators like new orders inventories which is currently at the super low levels. We'll see how that develops but for now thank you very much for joining us.
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