we will be back with ben ritchie.e from brexit and what theresa may's week looks like, but let's get to bloomberg first word news. viviana: no collusion between russia duringp in the 2016 election. that is the conclusion from robert mueller. the report also says there was not enough evidence to find that the president obstructed justice. but the fight is far from over. top democrats are demanding the release of his complete report. there is plenty of scope for china to open up its financial market. when it comes to shareholding in licenses, he says foreign beancial firms should treated the same as domestic ones. the federal reserve may have to ease policy if economic forecasts for 2019 disappoint, according to the chicago fed president. he says of the moment there risk to the downside looms larger than the upside. the yield curve is something to be mindful of as well. flat rightd curve is now. long-term interest rates have come down over a long period of time, so it is not surprising yield curves tend to be flatter. v

ben ritchie still with us. you look at equities, talk to me about whether you are concerned about any of the suppliers given bad news racks up. >> the supply chain is long. clearly those companies are going to have some issues. some of the companies most exposed, the same sort of comments around the supply chain. being balanced in terms of their risk appraisal. >> i want to get a sense of where you are. houses saying we are at a tug-of-war moment. to buy some i want options on the dax. this may be one of those pivotal moments. central-bank policy and words could also be an important driver for equities in europe. would you agree with that and skew with those sectors? know would be the straightforward answer. we are quite early in the slow down. these. see thanks are responding to events rather than driving them. it comes down to what we are seeing out of china and the u.s.. i am pretty cautious. a lot of what is going on is out of his hands to some degree. you have political instability. macroeconomic drop whic