Typically that's been the most important variable driving our exports, the strength of the U.S. economy. What matters also, what we discovered during this cycle, is not just the strength of the U.S. economy, but the areas of the U.S. economy that are expanding. The most important area, which was the last area to begin expanding, was investment in U.S. companies. That is a very trade-intensive segment of both of our economies. That's why we're starting to see—it's getting close to a year now—a good up-tick in all the things we export that are related to what businesses buy as opposed to what consumers buy. That is our strongest signal that this thing is going.
We're being cautious on this forecast precisely because over the last five years Canadian exports have not risen in lockstep with the U.S. economy. There was a growing wedge, and it was because of what we were talking about earlier, about companies that had exited the space during the weakest period. That disconnect is something that we assume for now is permanent, but we hope that by the creation of new sectors what happens in the next phase is that companies or products you've never heard of become the new leading exporters, and some of those other ones that were there before have disappeared.