πŸ“ˆ TKer by Sam Ro

πŸ“ˆ TKer by Sam Ro

Share this post

πŸ“ˆ TKer by Sam Ro
πŸ“ˆ TKer by Sam Ro
A major shift in the economic narrative could be underway πŸ”€
Copy link
Facebook
Email
Notes
More

A major shift in the economic narrative could be underway πŸ”€

Signs emerge that inventories are correcting and labor shortages are easing 🀏

Sam Ro, CFA's avatar
Sam Ro, CFA
May 22, 2022
βˆ™ Paid
16

Share this post

πŸ“ˆ TKer by Sam Ro
πŸ“ˆ TKer by Sam Ro
A major shift in the economic narrative could be underway πŸ”€
Copy link
Facebook
Email
Notes
More
Share
Foucault's pendulum (Source: Getty)

The overarching narrative of the markets and economy has been one of strong demand meeting lagging supply, a dynamic that has caused inflation to surge.

While most signs suggest these trends continue to persist, a handful of anecdotes from the past week suggest this narrative could be changing.

Signs that inventories are…

Keep reading with a 7-day free trial

Subscribe to πŸ“ˆ TKer by Sam Ro to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
Β© 2025 Samuel Ro
Privacy βˆ™ Terms βˆ™ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More