the investment plays with them with me right now to talk about that is that cities private bank david balin. david is good to have in the program. >> great to be here. >> you are making recommendations on billions of dollars under management, private bank. these headlines are important to you because you are investing all across the world. what was the most important headline this week that causes you to change her strategy, if at all. >> i would they say the most important headline for this week is the brexit boris johnson is the overwhelming majority. we really like uk equities. we like dividend payers in the uk, and we think this once and for all will create the clarity that will allow that market to do better than it's done over the cause last year. >> we needed some clarity and that's for sure. in the evaluation in the uk, and the valuations in europe are better than the u.s. >> especially for companies apple operating out of the uk and are global. that's where you find the enormous amount of value with dividend stocks was 45% yields and positive your earnings-per-share growth. and tha

still with us on the desk right ,ow, bloomberg news reporter katie gry felt, and joining us now, david balin. david, i want to start with you. it has been an eventful weekend month. a lot of encouraging signs about the economy, the state of trade. how bullish and how confident are you that we can build on the gains in 2019? >> pretty confident. this week was a big deal for markets. we got rid of two major uncertainties. one was brexit, and secondly we see the potential end to the first part of the china situation. year,e look to next there's a lot to be positive about. the most important thing is the fact that manufacturing can rebound in europe and across the world. manufacturers have been under producing for about six months. for could be significant earnings next year. joe: i want to challenge you on something you just said. you say, we got rid of these two sources of anxiety or overhangs. 26.4% for the up year. find thed for me to evidence of overhang or stress. how much were they actually hurting the stock market in the first place? anotheruld have been up 5% or 6%. we have to look back

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