Thank you.
Yes, I do. The story we're talking about—healthy balance sheets, getting ready to invest, and being confident—is not uniquely but heavily influenced in the export sector. It's in that sector where we had disproportionate damage of the type we've talked about, because it was foreign demand that did the biggest collapse. It was our best trading partner that had the biggest trauma. And it has been slow to come back.
The adjustment has taken the form of finding new growth areas to invest in—keeping interest in the U.S.; we'll never lose that as our most important trade channel. Those, as I mentioned earlier, are in places that feel a little more exotic. It takes more to get your due diligence done, and so on.
We're seeing signs that it is happening. I'm confident that it will grow from here. We'll have to just continue this dialogue, because it simply isn't happening, altogether, yet.