The US inventories are rising as we've expected.

https://www.channelnewsasia.com/news/business/record-us-third-quarter-growth-assured-as-goods-trade-deficit-falls--inventories-rise-13396102

The US retailers' inventories surged recently and we had already projected this.

http://sg-stock.blogspot.com/2020/10/us-ism-pmi-analysis-for-september-2020.html

http://sg-stock.blogspot.com/2020/09/is-us-preparing-for-2nd-covid-lockdown.html

The increases in inventories will add to GDP growth because inventories are a sub-component of GDP.

http://sg-stock.blogspot.com/2020/08/how-do-you-interpret-ppi-vs-cpi-and.html