mastec futures pointing higher by 74 points, up by .4%. the data out of the u.s.sting there is a calling to this economy but a soft landing remains in the cards. we look at the nonfarm payrolls later this week. rockets pricing in closer to cuts for the federal reserve by the end of this year. the s&p up around 14% year-to-date. let's look at the moves in treasuries and of course the euro, which is getting this morning on the back of the vote out of france. euro-dollar at 107 a pop -- a pop-up up .4%. not a lot of movement in the session. we will see how that adjusts around the data out of the u.s., worse. potentially more volatility as we lead up to the vote on my fourth. $85 a barrel on gains coming through for oil in the session so far this monday, up .57. let's go to france and the question around how traders are positioning as they digest there's results from the first round of cap parliamentary elections. let's get the view from state street's head of equity research. how to position, how to think about the politics of france. are you relieved by what you hav