Again, I'm trying to understand. Forgive me, I'm new to this file. A $35 billion to $40 billion gap seems significant in terms of the estimations considering how important those estimations are in determining where your forecast grows.
I'm still struggling to understand why you suspect that these different sectors will make up that shortfall or that gap, the trend line will improve given the two conditions are more of a consumer led rally and some U.S. government easing on austerity.
Am I hearing you correctly?