paul ryan spoke with us earlier today. he even referenced these fears that investors have about inflation. >> the interest rates are moving higher and the markets trading -- >> and they should be normalizing. the fed has been carrying all of the water. they've had easy money because we had horrible physical policy. we want rates normalized and we're going through that transition right now. >> the consumer index is coming out right now. it measures transportation, food, medical care. investors will be paying attention, so will the fed. the higher the number goes, the more the investors will price in higher rates. the only reason we care at all, all borrowing gets more expensive. so for people that means costly mortgages and car loans for corporations. means a higher cost of doing business. take a look at steel and iron