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Which Mistake Would The Fed Prefer To Make?

Real Vision: Finance & Investing

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The Importance of Inventory Cycles in Market Dynamics

MI2: What is an inventory cycle? And where are we in it? Why is it so important to understanding the overall picture of where we are from a macro perspective and its influence on markets? We have quite a few charts we could pull up, but this seemed like the best one to illustrate why MI2 thinks we're about to hit an inventory cycle. Red circles show you where the customer inventories flip above the manufacturing headline number.

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