The fact is orders just hit a wall in June and July.

Summer has no day,' she said. 'We can't possibly have a summer love. So many people have tried that the name's become proverbial. Summer is only the unfulfilled promise of spring, a charlatan in place of the warm balmy nights I dream of in April. It's a sad season of life without growth...it has no day.

We hit a wall,

almost counting our chickens before they were hatched around June, July.

We haven't had a single year of falling consumer spending since 1938. There's no boom or bust in consumer spending.

If gas prices are just holding steady and not increasing, and if incomes are rising, your gas bill is the same, and [consumer] demand can rebound. That's the most likely scenario here.