Subject: Consumer confidence drops to pandemic levels
and the shortages haven't even hit yet.

https://finance.yahoo.com/news...
Consumer confidence fell for the fifth straight month in April, dropping to its lowest level since the early days of the COVID-19 pandemic as uncertainty surrounding President Trump’s trade policy pushed inflation expectations higher and weighed on the labor outlook.

The Conference Board's Consumer Confidence Index for April came in at a reading of 86, a significant drop from March's revised 92.9 reading and short of the 88 reading expected by economists.