The optimist in me tells me that with unemployment so high, productivity so high, yes inventory restocking has occurred, but manufacturing is growing again.

FORBES

On the economic front, earnings continue to be dominated by inventory restocking as opposed to consumer purchases which are necessary for a recovery to be sustainable.

FORBES: Investing 101: Ignore the Headlines

Inventory restocking will also help the economy this quarter.

ECONOMIST: Things may be getting a little better