To follow up in terms of the U.S., they contracted in the fourth quarter of 2012. This was the first contraction seen in the U.S. You talked about the U.S. growing, but how does that align with the contraction?
And of course they're obviously an important trading partner. Are you concerned that the recent GDP contraction in the U.S. is an indication that they're heading for a double-dip recession?
On the other hand, of course, if the U.S. recovery picks up pace, what will that do to the projections? I guess I'm trying to align your comments about the stronger U.S. data with the fact that they actually had a contraction.