I'm going to reserve judgment on the different aspects.
All I can say is, has there been a net transfer from government to households? Yes. Has that resulted in an increased savings rate? The answer is yes. Has it had a disproportionate impact, as we discussed earlier, on regions and parts, on different households and so on? The answer is yes. Does that factor—in addition to all those other aspects that we just talked about—in an increased demand and potentially, in some cases, a diminished supply? The answer is yes.
All those factors are important to take into account when you see what the figures are showing us in the various elements and in various parts of this country.