
Markets drop from records as consumer stocks weigh
CNBC's "Fast Money"
00:00
Do You Think It's Because of the Delta?
Varian: I think there's been an enormous pull forward. And i do think that a despite the strength of the housing market and intheability for that to have duration through this ye. Varian, i think we make it very clear we're not being socially insensitive. The reality is that how many many toaster ovens d you need to buy? How many washing machines? I need to buy a few.
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