No, but consumer spending on black Friday is the top-line metric reported in the article. And my point is that not spending on houses (combined with the bonus

No, but consumer spending on black Friday is the top-line metric reported in the article. And my point is that not spending on houses (combined with the bonus of fixed rate mortgages for those who got them before the rate hikes) means there's more cash around for so called "Yolo" expenditures.