joining us from london, david --n, jeffries chief you chief euro economy, and alisha levine, bny mellonategist. what surprised you today? david: i actually haven't been able to look at the report just released. in terms of the rate decision earlier, no surprise about mark saunders voting for a rate cut. in his keynote speech at the end of september, he focused on brexit uncertainty holding back investment decisions in the u.k., not just right now, but his concern was that that will continue through 2020 for the reasons that guy alluded to. we won't know the final landing zone for the u.k. until late next year at the earliest. there's obviously huge uncertainty now around what will happen for the election december 12. the other vote for a rate cut was a surprise. it's been a black box in terms of policy decisions because he hasn't really give any speeches. but he is an expert on the so-called paintable economy and investments. it will be interesting to know whether he detects more weakness than the official figures have suggested. in the tone of the report itself, as guy was saying, a lo