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Construction supply production has been showing the most severe contraction seen in at least the last 20 years with wood products falling 25.65% on a year-over-year basis.
Although automotive production has been showing weakness since the middle of 2004, business vehicle production is now showing a stark contraction.
Finally, HVAC (heating ventilation and air conditioning) appears to be firmly reflecting the substantial pullback in fixed commercial investment falling a stunning 24.46% on a year-over-year basis.
The following charts (click for larger) show the overall consumer durable component along with the Home Appliances, Furniture and Carpeting sub-component on both a time series and year-over-year basis, construction supply production with the wood products sub-component, and general and business related vehicle production all overlaid with the last two recessions for comparisons purposes.
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