torsdag 19 december 2013

Besvikelse från Caterpillar igen

Vi minns november 2013 som första gången på 3,5 år Caterpillar publicerade negativa tal globalt. Detta exempel på negativ utveckling för den faktiska ekonomin stod i bjärt kontrast med alla enkäter, sentiment, rykten och drömmar om uppgång och ignorerades i hopp om att december skulle bli bättre...

-Nope, CAT retail sales föll 12% i december också.

Among other things, the month of November was memorable because for the first time, Caterpillar - that bellwether of the old industrial economy in which "stuff" was actually made, dug out of the ground, erected, or otherwise processed instead of merely hosted ad impressions - posted declining retail sales in every region around the globe. This was the first time of uniform declining retail sales since February 2010. To say that this data conflicts massively with all the rumors, fairytales and lies about a global recovery, is an understatement which is why it has not been mentioned anywhere, in hopes the subsequent month would demonstrate some improvement and perhaps an upward inflection point. That did not happen. Moments ago CAT released its November dealer retail sales: for the second time in a row CAT posted negative retail sales across the world, with total retail sales down a whopping 12%


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