We can wastefuly speculate all we want.
Its all meaningless conversation and debate.
What’s needed is a list of the cash outflows and then find the common thread that binds the majority.
With that, we might be able to make some meaningful statements.
I can assure you it’s not the common man’s money, he’s tapped out and overextended.
The economy is failing, IMO, and the money movement might be in anticipation of the accumulated losses. You have to remember the accounting cycle and reporting is a post event.
Along the way are management decisions that can affect the impact and in many cases survival.