 So I think this is a case where you do, as I think as an analyst, have to try to focus on what you can quantify and also acknowledge uncertainty. And I think in the current setup, and I think we've seen this a lot in the recent market price action, we're getting closer to that election. Markets are rightfully, I think, focusing on the fact that these are candidates with very different policy proposals, very different visions. Yes, both candidates are proposing tariffs, but the scale of those tariffs is very different.