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Market warnings about November have proven accurate. Again.

Eurodollar University

00:00

Retailer Inventories, Retailer Inventory, Retail Inventory

US imports into the United States dropped 7.6 month over month in November. Inventories excluding motor vehicles fell by 3%, or excuse me, 0.3% month over month. This is actually the third consecutive month of retail ex-motor vehicle inventory declines. And we're also seeing the same thing happen in inventories themselves.

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