Yes, I think our figures show that.
The only thing I would add is a shift in the nature of that demand now as well, as we've discussed before as it pertains to eating at home and cooking at home as opposed to in a restaurant. Also, even in a restaurant, as you know, many restaurant owners had to invest in patios and so on with lumber prices that were quite high, so even in going out to eat you're seeing higher costs.
We talked about housing. The nature of that demand has obviously resulted in a shift in production and where it's coming from. A higher savings rate has resulted in people wanting to renovate and upgrade their houses and so on.
I wouldn't discount the nature of the change, in addition to the points you have raised, as being components of what we see in that increased CPI.