> Even unemployment, which is your top line, seems... fine?

The unemployment one is interesting because if you look at that graph, the universal pre-2022 pattern is basically a spike of unemployment during recessions followed by a gradual drop.

The recent pattern is a gradual increase.

I'm not a big fan of "numerical only / shape of graphs" analyses, but this does seem strange. Of course, the 2020 Covid spike is also unusual, so...