(https://www.marketwatch.com/story/bad-news-home-buyers-new-construction-sinks-to-a-6-year-low-heres-what-it-means-for-you-f9f252d4?mod=mw_rss_topstories) and nobody's connecting the dots to Q3 consumer spending. Home Depot posts 5.6% revenue growth YoY, but when housing starts crater, discretionary renovation budgets die 6-9 months later.

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