And remember that year-over-year metrics depend on the baseline of the previous year. The first half of 2021 was still artificially low for economic activity w

And remember that year-over-year metrics depend on the baseline of the previous year. The first half of 2021 was still artificially low for economic activity with pandemic-suppressed demand for many things. At least some of the 2022 numbers are only an artifact of being compared to that low baseline. And the apparent drop in the second half of 2022 is an artifact of comparing to the second half of 2021 when demand got mostly back to normal.