[astrange]

It's because

- people couldn't go on vacation so they all switched to buying durable goods at the same time. (that's why supply chains don't hold up, it's a crisis of abundance not deprivation.)

- workers in some industries died (like meatpacking) or quit (like restaurants).

- we haven't built enough houses since 1970 and everyone decided to buy a house at once.

It's not because of stimulus though; making people poorer so they can't buy cars is not a good solution to cars being too expensive.