Unexpectedly!

It’s funny how these things always happen after November 6:

New single-family home sales fell slightly in October and the prior month’s pace of sales was revised sharply lower, casting a small shadow over what has been one of the brighter spots in the U.S. economy.

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Emphasis added, of course — but did I really need to?

The one bright spot in our economy is looking dimmer than we were told.

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