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

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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
May 22, 2022
16
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A major shift in the economic narrative could be underway πŸ”€

www.tker.co
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…

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