for N. America, same RR traffic is up over 8% for December, and up 6.5% for the 4th quarter.  (y-o-y).

traffic is down for the aussies for dec, but flat (up 0.8%) for the quarter.

traffic is down 14% for Europe for dec, and down over 6% for the quarter.  

so yes, it look like we have good growth in N. Am,  but a recession in Europe.  

imo,  yes, I would say this divergence is due largely to the tax cuts in the u.s.a.