@KAErdmann @stlouisfed Not really clear what was going on there. It did drop below the 2018 low but the magnitude of the drop was mostly in line with previous cyclicality and plausibly could have gone back up ex-pandemic. Probably needs some more drill down into situation to understand.
@KAErdmann@stlouisfed并不清楚那里发生了什么。它确实下降到2018年的低点以下，但下降幅度与之前的周期性基本一致，似乎有可能在大流行前回升。可能需要进一步深入了解情况才能理解。