are rdz scott paul is the executive director of a wlins e he is with us in our washington d.c. bureau, what is the driving the growth of american manufacturing, is it u.s. demand or are we shipping this stuff overseas? >> tom, it's a mix but by and large it is u.s. demand. we have seen strong demand for automobiles, for durable goods. we've seen consumer confidence slowly creep up. we have seen some increased exports, although the situation in europe means that that, we can't count on that as a market for growth. and i expect, i know auto numbers are out tomorrow. i expect to see some good numbers there, which is obviously a good thing for american manufacturing. >> tom: so if it is u.s. demand driving the resurgence, does that tell you is more sustainable than just exports? >> it would obviously be nice to see global growth. but it's nice to see the u.s. consumer back in the game. and the areas in which we see manufacturing jobs growth in primary metals, in transportation equipment, that's automobiles n durable goods is a strong indication that there is some pent-up demand tha