I am. It's important to understand that we're not suggesting that the oil shock was just a three- or four-month event and then suddenly it's over. The investment in that sector in particular is going down by some 30% this year compared to last year. So that's an important drag for the economy, which persists. But we're suggesting that there are other areas of the economy that are actually really strong and will be buttressed by the lower dollar and the stronger U.S. economy, and those positives overwhelm the negatives starting in the second quarter.
On April 28th, 2015. See this statement in context.