Our incomes have risen a lot faster than pricing.

The pricing that we got . . . was just so irrational.

It's going to cost the average household $600 more a year just to put gas in their car. Ticket prices for things at Wal-Mart and Target. Ticket prices for airplanes. Ticket prices for just about everything are going to go up.

Any kind of disruption or slow movement has a dampening effect on commodities.

The affordability of light vehicles has been quite stable over the past ten quarters. Family incomes have been rising faster than vehicle prices, but higher interest rates have increased the cost of financing a new car.

The difference here is in incomes.