That's entirely correct. The issue that the recovery will turn on is the full response of the private sector. We've seen, as I say, quite strong housing activity, and consumption has held up. What has been lower than the general experience in recessions has been business investment.
Our forecast—and this is an important component of our forecast for several reasons—is that we see the recovery in business investment basically from now going forward, and that picks up over the forecast horizon. That's important, obviously, just as a direct contributor to growth, but it's important particularly because it goes back to your productivity point.
And we have, in terms of the supply side of the economy, the capacity of the economy, rising productivity, from very low levels, over the course of our forecast horizon through the end of 2012, which is obviously very much dependent on the scale of that business investment.