No, that is not our expectation. Our expectation is that growth is going to be lower. I would not say that our base case view has been revised such that there will not be growth in those economies. That is not the case.
With regard to the very short term, I should stress that there was a big supply chain impact in both the United States and Canada because of the events in Japan on March 11 and afterwards. It was a hard hit for both of our economies, as well as on other economies, in the second quarter, but they're largely coming off that: the auto plants that were shut down have been restarted, and we're going to see a lift from that in both of our economies, at a minimum, among other factors.