David Resler Capacity Quotations

The bond market is noticing that the capacity usage rate is rising with this additional production, and to some people's minds that gets us nearer to the day of Fed tightening.

While it's true that capacity use rates are very low, it's also true that much of that capacity has been rendered obsolete by technological advances and that replacement of capital is faster than it used to be. So a lot of businesses may feel they have little choice but to spend, if they want to preserve their competitive edge.

The dollar's still strong against the Chinese currency and China continues to expand its capacity to flood the world with consumer goods.