The short answer is that I can't give you a precise estimate of that. There are two elements of the shortfall that are important.
I can give you a written answer using the back-of-the-envelope calculations that are supplied in the budget forecast. The sensitivities, as you are aware, are supplied in the budget when it's released, to both the level of GDP growth and the level of GDP inflation—although I think that CPI inflation is what is actually used.
What's important, as you're aware, is that the shortfall is twofold through 2012. Growth was less than anticipated; we think it's coming in under 2%. Also, GDP inflation was lower as well, so nominal GDP growth was materially less.
The shortfall on GDP inflation is composed of two elements: one—