infosys and tata consultancy services. joining us is simon derrick, chief markets strategist, bank of new york mellon simon. how are you? i'm very well. full of the festive spirit? i'm always full of the festive spirit. what about the markets? i think they are full of the festive spirit given the that fa ct the festive spirit given the that fact that we are approaching 20,000 on the dow. 12 months ago, the federal reserve had hiked rates. oil prices, everything going on. we have just had the federal reserve hike rates again and nobody cares! all we are talking about is politics and what donald trump is going to do. a huge shift this year in what the market focus is on and probably a good thing as well. we have stopped focussing purely on interest rates, politics and the spending partners of governments have become a big story, we are having to re—think everything about the way we look at markets. the joy, you know, investors are markets. the joy, you know, investors a re not markets. the joy, you know, investors are not looking really at interest rates and policy anymore, they are all looking at trum