Inflation, Consumption, E-Commerce, Rental Vacancy, and Bad Loans

A collection of random things

Inflation remains high but not as high as it was recently at least:

One aspect of purchasing is the moderation in durable good consumption, as maybe consumers finally have enough tangible stuff for the moment:

Purchases made online jumped during the pandemic but have since returned back to levels that are about on pre-pandemic trend:

Rental vacancy isn’t really telling us that much, so take all the articles about mass city exodus / city return etc. with a grain of salt:

Banks are now taking less charge-off on bad C&I loans then before the pandemic:

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