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Industrial production was hit partly by after-effects of Hurricane Ida, and also (in manufacturing) by the reductions in auto production.
Manufacturing also missed expectations, at -0.7% vs. +0.1% m/m not annualized. That’s two consecutive months of declines for both industrial and manufacturing production.
Clearly the linkage between manufacturing and trade sales and retail sales is loose, so it’s not clear what one can say about the former series.