The Chicago number is generally more affected by the auto sector and you do have reports of lower auto sales down from July's gangbuster numbers,
Quotes about julys (3 Quotes)
I'm really fortunate because I'm not going to be gone that long, and I won't miss recruiting. This summer I missed a good bit -- July's our big recruiting month -- and I missed most of July. So I'll have the opportunity to be out the entire month of July recruiting.
Wholesalers had been struggling with bulging inventories through the winter and spring, ... However, plunging sales had largely thwarted their efforts. July's improvement is a welcome respite in this struggle.