Be very, very careful making future predictions based on these numbers. We were supposed to see similar falloffs in YoY numbers a few times already this year and did not. The numbers are being manipulated to try and get a soft landing instead of a recession going into an election year. The CPI and jobs reports over the past few months have been odd. Too many random anomalies (look at used cars YoY), staggering variances between the results of different surveys used, and out of the blue “updates to seasonal adjustment methodologies” are just of few areas. This is still a rigged game so make absolutely positive you are on the right side before playing.