Recent conversations with industry analysts reveal an interesting dynamic: the current wave of economic stimulus isn't actually creating new demand for durable goods. What's happening instead is a timing shift. Consumers who were planning to upgrade their appliances or electronics next year are simply pulling those purchases forward. The total demand remains roughly the same, just compressed into a shorter window. It's the classic problem with consumption-focused stimulus—you get a sugar rush of activity that borrows from future quarters rather than genuinely expanding the market. The real question becomes: what happens six months down the road when that borrowed demand dries up?