from beijingcalm has permeated the financial markets and is responsible for the risk on we are livingthere is a wall of worry him obviously, but we are climbing it, and we will continue to climb it. rishaad: are we getting a leg up from that gdp figure last week? since day to have come in the january money and credit data, which were released in the middle of february. i think it was a big part of this risk on rally. message tosends a investors that the authorities really have turned towards , and policies have become more accommodative, and i think that a laid a lot of fear that the authorities were asleep at the switch or were going to contract the economy into a hard landing. has since then, the data come out in support of that more bullish growth sentiment. it's not just the official data, some of the unofficial data has indicated what you are saying. ,et's move from china to japan as soon as we saw that huge move , athe yen as it strengthened lot of currency forecasters are ripping up their forecast, maybe 140 at the end of this year, and they are looking at 100. what gives here?