It may not be 2020, but it may start to feel like it for some companies, at least a little. Recreational vehicle (RV) manufacturers had a strong backlog on their order books as social distancing and remote work made mobile homes attractive options. Interest rates between 0% and 0.25% added fuel to that rally.
However, the industry's last two years have been a different story. Higher-for-longer rates have hurt these companies as consumers became more sensitive to borrowing costs.
