Who is right?

Towards the end of his speech at his party's annual conference yesterday, Britain's Prime Minister Tony Blair turned to the threat of terrorism: "This terrorism isn't our fault," he said: "We didn't cause it. It's not the consequence of foreign policy." [My italics]

Later the same day, after sections of the secret National Intelligence Estimate on Trends in Global Terrorism were leaked, the US Government released fuller extracts of the report. It says:

"We assess that the Iraq jihad is shaping a new generation of terrorist leaders and operatives; perceived jihadist success there would inspire more fighters to continue the struggle elsewhere.
The Iraq conflict has become the "cause celebre" for jihadists, breeding a deep resentment of US involvement in the Muslim world and cultivating supporters for the global jihadist movement." [My italics again]

Who is right?