The housing market is very sensitive to interest rates, and right now the policy rate, at 5%, is restraining demand. Obviously it is making the cost of a mortgage higher, which is restraining demand. If we lower interest rates, it will be less restrictive on housing and, other things being equal, housing will tend to be stronger than it otherwise would have been.
In our own forecast, we do have a pretty strong pickup in housing over the course of this year. We also have some increase in housing prices. We also expect that supply, while it isn't going to grow quickly, will be growing gradually, and so the gap will be narrowing, but I would agree that it's definitely going to take some time to close that supply shortage.