Fascinating conjecture from the folks at CTH. They've been right before. It will be interesting to see if they're right this time.

Sketchy Economic Data About to Surface, White House Proactively Seeds MSM Narrative - The Last Refuge
For those who have been following closely, the economic data releases over the past several months have been almost impossible to reconcile from a Main Street perspective. Additionally, the scale of inflation is skewing everything that stems from dollar valuation. CTH is certain the fourth quarter …