It's in business investment. We see an important rebound in business investment that began in the second quarter and picked up through the third quarter, very importantly, and into the next year. And I would say, in understanding our projection, that is central to the dynamics of this projection. If that momentum in business investment that has just started does not persist, growth will be lower, all things being equal.
On October 26th, 2010. See this statement in context.