Related by context. Frequent words. (Click for all words.) 60 destocking 55 slowdown 54 upturn 54 restocking 51 deceleration 50 decelerating 50 inventories 49 deleveraging 49 seasonally weak 49 upward revisions 49 nonresidential construction 48 monetary tightening 48 cyclical 47 deflationary pressures 47 commodity prices 46 durables 46 stimulus packages 46 recovery 46 sequential improvement 46 pump priming 45 inflationary pressures 45 durable goods 45 Durable goods 45 disinflation 45 expansionary 45 cyclical downturn 44 tailwinds 44 cyclicals 44 ISM manufacturing 44 nondurable goods 44 risk aversion 44 recessionary 44 inflationary pressure 44 inflation pressures 44 seasonality 44 downward revision 44 Naroff 44 Durable goods orders 43 capacity utilization 43 upward revision 43 pullback 43 downturn 43 gross margins 43 outperformance 43 Slower 43 monetary easing 43 growth 42 tighter monetary 42 deflationary 42 accommodative monetary policy 42 Inflationary pressures 42 tightening monetary 42 macroeconomic 42 slowing 42 upswing 41 newsflow 41 tighten monetary 41 FII inflows 41 underlying fundamentals 41 Risk aversion 41 recession 41 capex 41 risk appetite 41 double dip 41 Joel Naroff president 41 Wholesale inventories 40 decelerated 40 stimulus 40 decelerate 40 downward revisions 40 #H# [008] 40 emerging markets 40 investor sentiment 40 virtuous cycle 40 Gross margins 40 gross margin 40 demand 40 bottoming 40 softness 40 Q4 40 stimulative 40 homebuyer tax 40 tankan 39 manufactured goods 39 sluggish 39 tightening bias 39 rebalancing 39 macro economic 39 countercyclical 39 Joshua Shapiro 39 transitory 39 lagging indicator 39 steepening 39 Vitner 39 Tankan 39 slower 39 QoQ 39 durable goods orders 39 seasonally 39 stabilization 38 outturn