 Eric Winograd is chief economist at Alliance Bernstein. And that resulted in a dip in auto sales because dealers were struggling logistically. So the car sales don't really count. Consumers spend less on gas, too, but that's because gas prices fell. So when you take all that stuff out, we actually spent more in June, 0.8% more than in May. Some of the bright spots in June were housing-related goods. Lydia Boussour is senior economist at EY.