The Macro Moment: China's Manufacturing Numbers Not Looking Good

Do you think it a problem if the global manufacturing center is having issues? What does that say about the global economy?

In this video I discuss how we are seeing the start of issues arising. For the past few months, inventory levels in the US started to move higher. This is not a good sign. After suffering through a supply shock, we are now seeing the aggregate demand shift. It is moving into the phase where higher prices start to affect consumption.