Thank you, Governor, for your introduction.
I have some initial questions and my colleagues will follow up on them.
I want to pull apart the difficulties you're mentioning in some of our export sectors. You made some distinction in the subsectors, ones that seemed to be responding and certainly connected to any improvement in the U.S., in particular, and others that are not so responsive.
Can you find a pattern in which to guide us in understanding this? Some of those subsectors, intuitively, I would have said benefited both, yet you pulled out auto, food and beverage, and some others that are not. You talked about competitiveness. I wonder if you could be a bit more explicit for us and, as best you can, describe what the risk entails, particularly about those subsectors which you believe will not be benefiting from any recovery south of the border.