Originally Posted by
FangsF15
While true (I think they said “mostly”), I think that has been superseded. Hiring is currently at a rapid place, and is widely speculated to have revised upwards simce that statement.
Regardless, with ALV’s above 80 in MARCH, they won’t be able to keep up, and agree it will be yet another summer run “a little hot”.
Someone was trying to explain it to me that because of the way the numbers work, for every month at a high ALV they need to run a month and a half at a low ALV to keep it in spec.