Yes, that's reflecting a few factors.
First of all, it's really the slowdown in foreign activity, so the U.S. demand for our exports. If you refer back to the slide, figure 4, you'll see that the U.S. economy is slowing down to about 1.8% in the medium term, so the growth in our exports would be roughly in line with the U.S. economy at that time. It's really the strong U.S. growth that's lifting it up, and then the moderation in U.S. growth that is bringing it down.
At the same time, we're seeing that some of that initial pickup in exports is coming from the dollar remaining around 77 or 76 cents, so there's still some benefit from the lower dollar.