joining us from sydney is shane oliver, anp capital. it is nice to have you.need a little bit of a half last all kind of you here. kind of view here. the reasoning is a fundamental story that shows improvement? : i think it does. we are weeks away from that disastrous brexit vote. we got the news on a friday, and yet, the world has not fallen apart. economic data looks good, europe is continuing to grow, central bankers, if anything, think domestic policy will remain easy or get easier. profits in the u.s. look to me like they of softened. we saw the worst in the march quarter. the downside of the currency in china, but it is not panic. we thought that in august and september last year. result whole bunch going on that are more positive and a lot of investors are giving credit. yvonne: are central banks going to be enough to keep the rally going? we have seen push back here and in the u.s.. talk about helicopter money in japan. the kind of startled markets articular in the yen. should we look at this with a pinch of salt even the comments coming out of governo