With regard to the U.S. and Mexico trade balance, I would first quickly reiterate our view that one shouldn't focus on it. It's the wrong yardstick for trying to measure success or failure in a bilateral trade relationship. Beyond that, it's interesting if you dig into the numbers. You're right that there's an approximately $60-billion merchandise trade deficit, but if you include services, it goes down to something like $45 billion. If you actually measure trade and value-added, using an OECD database that measures this, which takes into account where things are actually made and how much U.S. or Mexican or Canadian content may be in individual articles, that U.S. trade deficit shrinks even further.
I mention that to simply point out that the devil is in the details and these headline statistics can mislead a great deal.
I'm sorry, I lost my train of thought.