Comments by "Frederick Miles" (@frederickmiles8815) on "Delta variant or not, the manufacturing demand crunch won't let up as demand pressures continue" video.

  1. Horrible analysis - just read the PMI, CPI, and ISM numbers and other reporting from Phil and Chi Fed - inventories are growing...production is being slashed to keep prices inflated... why? Manufacturing cast push increased costs downstream and they cant make profit on lowering cost - therefore in the short term they will eliminate job openings and / or close down production. Chekcout the recent lumber mill closures - all to keep prices inflated, while inventories pile up.
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