Luk: I've been calling this, or i'm starting to call this, the an inflation dips dude. What i see is there was a transitory effect from the pandemic supply chain interruptions that exacerbated the beginning of what i think is a secular inflation. And those transitory forces are coming out of the system now, and that's why we've seen a peak. Luk: The next point where maybe there's st till another round of people staying in denial, is we get to even higher inflation than what we saw at the peak a month or two ago.