Key talking points Aggregate retail inventories have been steadily improving as demand for goods moderates and supply chain bottlenecks ease. The retail inventory to sales ratio has ticked up from the Oct 2021 trough, yet it is still below the 2011-2019 average. That said, the story varies across sectors. At one extreme, general merchandise stores are overstocked but the good…
BofA on Retail inventories: too much or too little?
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