The way we would view this is that corporate balance sheets are in good shape and are ready to be deployed as the expansion unfolds, but given what we have been through, and we are now in the seventh year since the financial crisis erupted, any business person is prudent about deploying that money. That's hard-earned money that could be wasted, in effect, if things don't prove out.
But confidence is growing both at the global level and, of course, domestically, and so our belief is that investment is actually under way, particularly in the non-energy export sector where these constraints are beginning to show up.
So we're quite confident in that recovery, and the good news is that the balance sheets are ready for it.