and it does reverse now, six month, we will have erik nelson back on.hank you, as always good coming up, we discussed more on -- that conversation next. this is bloomberg. ♪ kriti: this is a bloomberg markets. u.s. stocks are dropping and remaining on edge. actually near session lows, with a cautious rebound. joining us now, kimberly forrest of bokeh capital partners. we think you as always for joining us. we want to start off with a currency ticker. how much of the show would be paying attention to when it comes to american stocks, as opposed to perhaps something isolated to europe? >> unless elon musk gets his way and we have people on mars, we are only here on the earth. that's what, it really matters that we pay attention everyone else's currency. even the small companies i cover are sending their products worldwide. so, the availability of demand in other parts of the world is really important to most companies that are traded publicly. i think if you are an equity analyst, you have to pay attention not only to currencies, but also to bonds. that i