There was so much data thrown at us this week, that I was really having a hard time putting it all together. Everything seemed to be on the one hand good, on the other hand bad. Reports were all over the place, and didn't make much sense.

Until I laid them out chronologically. It was then I realized that what we saw this week was a combination of final, but old reports ending in Q1, followed by up-to-date reports, ending right about now.