That's a very good question, and part of the reason there's so much contradiction in terms of the forecasts is that role. It's very hard to measure what the role of confidence is. And confidence has been very much at play, in terms of this cycle, starting with the U.S. economy, obviously, but the U.S. economy has been in contraction for quite a while. As we know, the recession there started at the beginning of 2008, and what happened between September 15 and October 15 of last year was really a situation where confidence unravelled. So that's a very good question and that's part of the problem and part of the difference in the forecasts, as we look out especially to when recovery will come around.
However, when you go back to the basics and you look at an economic stimulus package like President Obama's putting in in the U.S., you have a sense that the U.S. economy is hitting bottom. It's certainly not rosy there, but a number of indicators are telling us it's dredging bottom. And when you look at the same kind of stimulus for Canada, this is a big spending budget, and we know the kind of impact this has.
My only question here is can we get the money out there fast enough, or will it be delayed?