Indeed, such infrastructure investment is what a free trade deal is. It really is a fundamental shift in the landscape, which is very positive for trade, and the effects accumulate over a very long time. We don't have a way to incorporate those kinds of changes in our outlook, except to guess that they would be positive. We have models that suggest how much trade will grow, and those are very informative. What will happen is an increase in growth in exports to Europe. It will be two-way: there will also be imports from Europe, and that increased trade will be very good for companies involved in those sectors.
That sort of structural change, as I indicated, takes a very long time to bear all its fruit. In fact, the benefits can accumulate for many years to come.