It's important that we bear in mind that Canada's exports have recovered tremendously and are now higher than they were pre-crisis. There was a massive decline in the wake of the crisis and global recession, and a very large recovery that took several years to complete. All I was saying before is that even though that recovery has been very impressive, cumulatively it has tended to fall short of what our models predicted. The dollar has had the effect we expected it to have, but on average just a little less than normal, not zero.
We've done a lot of research to try and refine our models to try to capture effects that aren't always in there, and one of the important ones is a shift in mix in the U.S. economy. Investment in the U.S. economy is a really important demand source for our exports, and investment has been weaker in the U.S. and, of course, not only in the U.S. but globally. This is one of the reasons that virtually everybody's trade is slower than it was before. We aren't alone in this. We're experiencing the same thing, and everybody's wrestling with the same issue.