that is polar officer, geoff yu -- that is polar opposite, geoff yu. with the turkey workout, the ecuador workout as well. what should we take away from euro-lire weakness this morning? geoffrey: no matter yield, the going developed world negative, that is a healthy conversation for payment, and with the great risk, that is telling you that the markets are strongly selective about where they see strength. thailand has reserves. it is not burning through reserves. good reserve coverage. those are the places that will attract inflows despite the economy. the lack of a balance of payments, markets are not going theuy that, and a lot is in opposite camp. think ony in asia, i balance, the market is looking to go overweight again. of the whyf yu mellon stays with us. later, we hear from bank of america. don't miss it. this is bloomberg. ♪ tom: two weeks in a row, an extraordinary week here at bloomberg surveillance. nejra cehic in for francine lacqua, who is now in a conversation with bank of england governor andrew bailey. a lot going on at boe, particularl