 So it is something I watch. But in the short term, thinking about it as a catalyst for a correction, I don't worry about that as much as I would just positioning and the possibility that we continue to get a growth slowdown, but not the inflation slowdown. In other words, a stagflationary pressure that hurts earnings or earnings expectations and does not allow the Fed to ease as quickly as the market is discounting. Do companies need to knock it out of the park this earnings season?