If this is true (and I have no reason to suspect it isn't), and if it's been going on for a while (which may or may not be a valid assumption), say three to six months; how do you think this shapes consumer expectations? This is important because expectations shape decision-making both in the immediate term and - to a lesser extent - in the longer term. After all, expectations help determine supply and demand.
I look forward to your thoughts. To what extent do expectations shape activity? Do you think information of this type (either prior to correction or after) is helpful, harmful, or neutral?