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Below is a chart and brief excerpt from today's Early Look written by Director of Research Daryl Jones.

Household appliances are clearly being driven by a combination of work from home and a housing market that has been on fire. In the Chart of the Day, I’ve highlighted our housing compendium. It continues to show almost all housing related metrics getting better on a rate of change basis. But while things are strong now, the comparisons will eventually become more challenging.

CHART OF THE DAY: Hedgeye Housing Compendium  - CoD Housing Compendium