You did touch on my next question a little bit.
Your report mentions that the GDP downgrade reflects lost capacity and a productivity crisis, of course, not a surge of growth. When I think of lost productivity, that's not something that is easily restored. Oftentimes, when I think of a business that's capital-intensive, once they've moved operations to another country, it's very unlikely they will actually return, predominantly in manufacturing.
How do the lost capacity and the productivity crisis impact the overall growth of the economy?