james bevan is still with us. a dead heat.ou're putting your neck on the line, a conservative whin? guest: it is my expectation that cameron's personal popularity will take him over the line ahead of labour. jon: what am i buying? guest: if the tory party remains in power, that some of the builders like barks group and some of the banks like barclays and one looks at the wealth managers one also looks at companies -- jon: is it as simple as that? guest: i think that all of those companies have a much more difficult time if labour wins. contracts will be the beneficiary. i depend on companies like -- jon: when does sterling wake up and realize it is a tight election? guest: i think the pound should be relatively weak from here. i think that if labour wins the pound begins to benefit. that is because the bank of england will tighten earlier. it will support the pound and the bank of england will tighten earlier because fiscal policy will be looser. jon: they will react that quickly? guest: it's all due to the project three -- tr

we are back with james bevan shortly.ok results missing estimates for the first time since 2012. hit by the strength of the dollar. the social networking giant gets more than half its income outside the united states. francine: petrobras has reported a $2.1 billion charge related to a recent corruption scandal. it is part of their financial results released yesterday. petrobras has been shut out of the bond markets since an investigation began into a decade of a legend kickbacks. guy: the train drivers union is staging a walkout. it may result in the cancellation of two thirds of passenger services for half of freight transport in germany. francine: still to come we will be live in stockholm to speak to the ceo of ericsson after the company missed expectations in its first-quarter earnings. ♪ guy: welcome back. we are here in london. francine: the european central bank has held emergency funding for greece. there seems to be reports of softening -- at least according to the greek finance minister. guy: let's get more from