Business fixed investment has picked up, although weakness has been seen in some industries. The employment and income situation has remained relatively weak on the whole, although improvement has been seen in some parts. Private consumption has started picking up again, with downward pressure stemming from COVID-19, particularly on services consumption, waning.
This reminds me of General Motors (GM), the renowned US car maker which founded in 1919 the General Motors Acceptance Corporation (GMAC) to provide financing to automotive customers. Over the years, GMAC expanded to include insurance, online banking, treasury operations and so forth; it was at some point in time making more profits than GM itself.