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Demand will certainly get hurt

Posted on: February 28, 2020 at 10:10:20 CT
meatiger MU
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We are already seeing this related to anything travel related. Restaurants will be next. I think the next 6 months or so will come down to just commodities that are needed, and will see some good discounts everywhere else.

Major purchases will likely be delayed....both due to economic uncertainty and supply chain...although we could see a boost in some deals.

It will be a good year to be in the ag business as people still need to eat, but with all the various government interventions, it will cycle down.
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GoldmanSachs---no growth for 2020 - mu7176grad MU - 2/28 09:59:52
     Demand will certainly get hurt - meatiger MU - 2/28 10:10:20




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