Inventory levels are lean, meaning companies will need to pick up production.
More Quotes from Gerald Cohen:
Business intelligence is not just about turning data into information, rather organizations need that data to impact how their business operates and responds to the changing marketplace.Gerald Cohen
The core is up 0.3 percent over the last year, and so there really is no inflation, ... In the first year of recoveries, consumer price inflation tends to fall as it did in the past 40 years. We believe inflation should not be an issue for the foreseeable future.
Gerald Cohen
I don't think the confidence measures tell you that much about what the consumer is going to do. I always tell people to look at what consumers do and not what they say.
Gerald Cohen
My favorite indicator - my deserted island variable, meaning this is what I'd ask for if I were on a deserted island - is the Treasury yield curve. That's telling you we're expecting very strong growth over the next four quarters, albeit in the second half of next year.
Gerald Cohen
What group often combines a keen sense of humor with bad taste ... College students.
Gerald Cohen
The decline in inventory suggests that production will start to ramp up and should lead to a pick up in growth going forward.
Gerald Cohen
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