The Great Second Quarter Buildout, with no Consumer in Sight

The Atlanta FED second quarter GDP number estimates are looking good, except they are basically reflecting an increase in capacity buildout and an inventory build.  I would assume that producers think there will be buyers.  This will likely be where the day of reckoning will hinge.

In the meantime, in Washington, Manafort the Trump money guy, will be a key point of interest.  Flynn is kind of a speck on the wall who is afraid to talk about what splattered on his face.

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