The stress has been accumulating for some time. As you know, the dollar has been high for quite a while now, so the story is just getting another layer, another icing on the cake, if you like, now that the U.S. slowdown has become so tangible.
We are seeing companies respond by putting increased emphasis on those other markets where growth, even if it slows, will remain rapid. So it's why we can see such good numbers on our export growth in places like China, India, South America, emerging Europe, and Africa. There are very big numbers in Africa. So it is working as a strategy. When you spend another dollar marketing this year, you won't spend it in the United States because it's going to be in a recession or the next best thing; you'll spend it somewhere else.