heineken posting better than expected results, 1.4.hat's giving a boost to the food and beverage space. lloyds is down 3.1%. again, some of the themes coming through for these u kbanks, we have peaked lending and customer lending has gone down. of course, kering is one we're watching out for as well. net profit there jumped by 20% in the third quarter, boosted by higher lending income in europe, especially in spain. the lender says it is on track to meet its full year target including a double digit growth in revenue. lloyds recorded 1.9 billion pounds in pretext profits during the third quarter. they saw a lending boost from higher interest rates but was partially offset by slower lending demands. a quick look at european banks as a whole, the complexus is pretty mump down. and elsewhere with scandinavian banks, scb beat expectations. the group also announced a new buyback program worth 1.25 billion swedish crowns, though some analysts say it's slightly lower than what they were hoping for. luckily we're going to be speaking to johan

heineken is an interesting story on the consumer as well.dustrial side to that, a home furnishing side of that. we get deutsche bank earnings as well and we get lloyd's bankrate lloyds bank hitting a 52 week high. you may get some clues as to what happened with barclays. but lloyd's and natwest later on this week a little better tied together in terms of understanding what's happening. alix: media -- maybe some idiosyncratic issues. joining us is ben tom's, he is an outperform rating on the stock. what do you expect tomorrow? ben: i think you are right, you have two things, margin which is then driven by the deposit story and also costs. we have the barclays report today and that's because they downgraded it, it will be interesting to see whether the deposit franchises stronger and they hold deposits better. barclays also today announced they will have to do restructuring costs as a result of the underlying environment of cost pressures. it will be interesting to see that same trend appears at lloyd's. we think it's less likely to go to lloy

heineken is down 1%. nestle is down 2%. big moves to the down side.manna, this follows the move yesterday. this feels the trade has been under way for a little while now and has been gaining momentum over the last couple days. >> julianna, i know this is a story you have been following closely. you had the video of the impact of the obesity drugs and what it will do to the pharmaceutical industry. we are seeing ramification on the food and beverage industry with the side effects of people wanting to lose weight and choosing a healthy lifestyle. in this case, what we are seeing all of those brands that are responsible for chocolate and crackers and cookies and processed foods are coming under selling pressure. i have to say i never thought that it would be this impactful. the fact that the trying is doing so well has the ability to bring the likes of coors and pepsi and all of the stocks down 5% this week alone. that is significant. you could be concerned if you are an analyst or involved in the space. >> i think the most surprising element here is the

he was the heineken politician. if you like.lectorate that other politicians couldn't reach is what they said. he then turned into a marmite character with his pig and porky and his peppa pig and porky pies and an avalanche of alliterations. there all sorts things there are all sorts of things there thing, if there. but the great thing, if you to draw start you want to draw a crowd, start a fight. so as long as this is a platform which you can debate these things and basically challenge appropriate, challenge people as appropriate, that's but i'm that's got to be right. but i'm totally you war. it's totally with you on war. it's completely senseless. the completely senseless. and the tragedy , horrific scenes tragedy, this horrific scenes that we're seeing day in, day out is absolutely obscene. >> i'm also joined by by by academic ralph schollhammer. thanks for making time for us this evening, ralph . when you this evening, ralph. when you look on at what's happening in that crucible in the middle east and the potential all ther