Mr. Julian, I'm not a statistician. I'm not very good at analyzing figures. I know that the last time I appeared, my colleague, Tony Burger, came along with me. Happily, Tony is pretty good at analyzing figures, and I know he addressed this question with you to some extent.
My own experience is that in analyzing gross figures such as that there are many different interpretations that can be brought to bear, both in terms of what story the figures tell you and also in terms of understanding how you explain the figures themselves. We did address it with Mr. Burger, and I'm sure he'd be happy to come back, because he does deal much more with the macroeconomic context.