What's the Extent of the 'Bully' Effect?

John Defterios: I'd love to get an understanding of how large this particular bulwhip effect is maybe like a magnitude check in terms of bulwhip effects in the past. How do those how does that inventory actually get worked through the system and how long is that going to take? You know, one great chart, if you want to see them, the extent of the damage is to look on my report on page eight, which is the chart I was talking to you about with core CPI and retail sales. He says it's not so much the weakness in demand because demand is still quite resilient, even obviously in the US, but also outside the US.

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