the one thing that comes to mind comes back from brussels, more or less, anticandida at the moment.t -- empty-handed at the moment. it would strike me it needs to get delayed. you have a no-confidence vote, you have prevarication over what deal can get through. do you think it's an inevitability? guest: we saw provisions being voted on by the eu on that. it looks like an extension is getting around. we have no more visibility than before. it's still very uncertain. this is why we see the pound going down, exporters outperforming. manus: we also have the bank of england this week, and the market is readjusting its view in terms of what the bank of england can actually do. we're expected to hold rates. let's look at the overall probabilities. we are beginning to fade probability of aggressive hikes next year. we're going to get new growth targets in february. these rate hike expectations, our survey say if there's a deal, the bank of england could go in may. would you agree with that? guest: they need to take mobile context into account. maybe we can discuss later. if you look at the