--brian belski, let's start with you. we know you haven't upwards bias on the s&p 500. ously, sentiment is not fantastic today to brian: today. -- today. brian: today. i know you look longer-term. are the risks that we are watching in italy more of a substantial problem? brian: it is more of a substantial fuel to buy america. a look at what the dollar is telling you, right? and take a look at 2010, 2011, 2012, throwing in brexit of 2016, it hadn't happened yet. the brexit vote. i stand corrected. anyway, you see how u.s. stocks have rallied since the issue with the spec to europe, also seeing how europe has rallied, clearly europe went down more in that went of more, but if you are willing to live with volatility, great. the biggest problem is the whole notion of europe being a place that was exceeding consensus for everybody and their family to love. the thing i like to talk about is the 18th consecutive january, myself as a senior investment strategist marketed in january to europe and for the 18th consecutive year, my clients told me to buy europe for exactly the same

brian belski joining us in new york. next, making companies colorblind.with the founder of colorblind -- founder of black lives matter. this is bloomberg. ♪ scarlet: that was reporting on to talk -- on tictoc. julia: let's give first word news update from mark crumpton. mark: present trump is as president trump is thinking kim jong-un for releasing three americans who were detained. the president was there when their plane landed. mr. trump was optimistic about the chances of a successful meeting next month. >> i really think we have a good chance of doing something meaningful. thatybody would have said five years ago, 10 years ago, even a year ago, you would have said that's not possible. mark: president trump and kim jong-un will meet june 12 in singapore. benjamin netanyahu is accusing iran of crossing what he calls a redline after it launched rockets against israel he positions.- israeli minister netanyahu called upon the international community to stop iran from getting a foothold in syria and to not allow tehran to allow best to -- to place its troo

highest quality assets with respect of equities in the world remains in the united states bri brian belski, thank you. >>> let's bring in our virtue financial, matt, good to have you with us, what's the buzz today and if you had to explain in a phrase or two, why the marks a markets are doing what it is doing now, what is it? >> we are playing a little bit of catch up. we were off for three days and it does not happen over night. it is an over extension of what brian was mentioning or a one-day event. it is in the financials and the oils today's action you look at u.s. dependent companies and small caps and look at the russell,st out performing today hopefully, it does not spread like contagent is supposed to spread >> what about if you look at bond and what they are doing, what does that tell you of the next few weeks and the course of the summer >> well, we have seen a lot of volatilities of the bond recently and we expected the 10-year yield to go above three. now you are selling the sell-off aggressively the risk off trade is here we have seen this and we know it is going to go above 3

joining liz mcdonald, ashley webster, david deets and brian belsky. we are up 6 or 7 days in a row. last tuesday was inflection point, brian, i don't know if you agree or not, but what i loved about last week every single day the market was huge pressure and found a way to close higher and all began in tuesday session? >> first of all, thanks for having us, you have been mentioned the inflation story, people got it completely wrong. what we are starting to see the last week or so fundamental investing, so from a long-term basis we think that's exceeding positive, remember, the calendar turned into may, how much rhetoric did you hear go away, how is that going out, not very well. people are beginning to transition and look at fundamentals and actually really believe them and that's key. charles: we talked about that earlier, david, headlines, things like trump lawyer leaves team and the market loses a rally, they were starting to chip away at the market rally -- the market rallying itself and i guess to a degree investor confidence. >> i think that's right but what i like people shif