Is there any reporting or other insight on this? My first intuition is that services are way down because of Covid and the money for people with stable jobs is

Is there any reporting or other insight on this? My first intuition is that services are way down because of Covid and the money for people with stable jobs is being redirecting elsewhere inflating the cost of collectibles, savings, investment, and other goods mixed with distribution and manufacturing slowdowns worldwide. Construction is inflated because the cost of materials have gone way up due to ongoing shipping reductions and factory closures due to Covid. Housing prices are inflated (in places where people want to live) because of long-term bad housing policy and NIMBYism causing slow and the wrong kind of new construction. WFH and eviction bans are likely causing a shift in housing demand. I wouldn't be surprised if the Fed has some blame. I think there's been a belated reckoning since 2008. But it's a pandemic that has lasted over a year now and there are a bunch of second-order effects out there.