ISM
September 01, 2009 at 10:41 AM EDT
[Skip to the end] Karim writes: Inventory rebuild in full swing—gap between orders and inventories at 34yr high; Timing of CARS definitely a factor but inventory rebuild more broadly to contribute anywhere from 2-3% to GDP gwth in H2. Employment reading still weak and outlook for final demand still poor due to employment, wealth, and income factors. “Production [...]