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Taking Inventory Of Real Economy Inflation Potential

Taking Inventory Of Real Economy Inflation Potential

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The chip problem is holding back what is already a monstrously robust (if artificial) sales environment in the auto sector. While the entire retail sector grapples with supply and supply chain issues, outside the automotive segment the rest of it has been far more successful mitigating bottlenecks. In fact, by both anecdote and data, retail inventory ex autos is at record levels.

...read full article on Seeking Alpha

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