You had big components down that should not be down, such as appliances, furniture and building materials. These should be stronger given the robust housing market.
I don't think there's really any doubt the housing market remains extremely robust and growing. I had expected housing to fade. Now that we're out of recession, I don't really know what would knock it down at this point.
I don't see future hiring robust enough to alleviate a lot of concern on the part of consumers. We've stopped shedding jobs, but over the next two quarters, we won't see very much job growth.