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Nah, just the simple fact that goods are being bought but services are not. Computers, couches etc etc. People haven't been able to spend their spare cash on holidays or whatever so they're buying a new (whatever) instead.


A lot of sales for these things are going to fall off a cliff at some point as fact is that things like furniture are not the type of thing you upgrade periodically like a laptop or whatever. Once you've got a couch or a fridge or a car you usually keep it for quite some time.


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