Is this a bearish macro signal? Higher supply chain spending indicates a belief among companies that is generally bullish. In contrast, lower supply chain spending indicates a general bearish belief.
“An abrupt slowing of payments and cash flow throughout the supply chain typically indicates a waning confidence in sales,” says Jim Swift, president and CEO, Cortera.
“But we’ve seen similar spikes occur in the past, as supply chain stakeholders make significant upfront investments in preparation for the holiday shopping season. What makes this one potentially puzzling is the timing."
http://www.supplychainbrain.com/content/nc/industry-verticals/retail/single-article-page/article/supply-chain-cash-flow-slows/
Monday, November 9, 2009
blog comments powered by Disqus
Blog Archive
-
▼
2009
(472)
-
▼
November
(24)
- The Debts of the World: Credit Markets React to Dubai
- The Debts of the Lenders: China Approves Genetical...
- The Debts of the Lenders: China's Garlic Bubble
- The Debts of the Spenders: Is Dubai Too Big to Fail?
- The Debts of the Spenders: When Bad News is Good N...
- The Debts of the World: CDX.IG and SPY Overlap?
- The Debts of the Spenders: FHA Re-Inflating the Ca...
- The Debts of the Spenders: EU Picks First President
- The Debts of the World: Commodity Funds See Invest...
- The Debts of the Spenders: Moody's Puts Hybrid Cap...
- The Debts of the Spenders: New Accounting Law All...
- The Debts of the Spenders: NASA Ponders Space Stim...
- The Debts of the Spenders: Are CoCos the Answer to...
- The Debts of the Lenders: JGB Yield Spikes Draws B...
- The Debts of the Lenders: Foreign Governments Thre...
- The Debts of the Spenders: Agra Lobby vs. Refiner ...
- The Debts of the World: Look to Credit Markets for...
- The Debts of the Spenders: 2009 Soybean Harvest at...
- The Debts of the Lenders: Caijing Editor Resigns U...
- The Debts of the World: Supply Chain Cash Flow Slows
- The Debts of the Lenders: Lula da Silva on the Pro...
- The Debts of the Spenders: Is Warren Buffet a Corn...
- The Debts of the Lenders: India Buys 200 Tons of G...
- The Debts of the Spenders: US Restaurant Executive...
-
▼
November
(24)