Consumer sentiment, unemployment claims, housing starts, lumber, retail sales, industrial production


Alarmingly high this long after the crisis and no longer moving lower:


Seems ‘on average’ it’s hard to say much has changed:


Though this looks promising:


Tariffs and Covid related supply issues are commonplace:


Nice move up after the move down, but still looking net lower than otherwise for the last 12 months due to the crisis:


Back towards prior levels but still way down overall for the last year: