I'm not in a position to comment on the specific nature of that policy and all the various effects it could have. From our perspective, our primary interest is in trying to evaluate its impact from a macro point of view: how much of an effect it would have on the economy and therefore on the things we talked about earlier, how much excess capacity we have, and how long it will take us to close the excess capacity gap and get inflation back to target.
In that sense, it plays a role there because it is expansionary. It is clearly an expansionary policy, so it reduces the output gap compared to what we would have without it.