What we're seeing is that businesses are passing on higher costs very quickly and they are maintaining their profits. Overall, if you look at profits as a share of GDP, they are up. A big part of that is that oil prices, energy prices, have gone up a lot. The input prices in the energy field have not gone up as much as the selling price, so their profits are up. But my comments are actually much broader than that. The fact that you're seeing companies pass through higher prices very quickly is impacting consumers.
I would stress two things. First of all, what we're expecting to see from businesses is that we have seen oil prices come down, and we have seen the prices of some agricultural products come down. They're still pretty high, but they've started to come down. With shipping costs—