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Industrial production has a 100-year-plus record of measuring the production side of the economy.
Similarly, retail sales have a 70-year-plus record of measuring the consumption side of the economy.
In September, both surprised, as production failed to confirm leading indicators and declined, while sales boomed despite the ending of emergency Congressional assistance.
I am inclined to take both with extra grains of salt as potentially impacted by pandemic-related seasonal distortions.