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.
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 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.