black rock's stephen cohen and ubs' geoffrey yu. stephen, will you say the greek topic will not come up again in 2015? stephen cohen: it will come up because a recession is likely. fairly quite important. jonathan: looking back at the summits staying up all night and not sleeping we joke about it. how do they really know that the money they pinpoint they greece needs is the amount of money they greece really needs in the years to come? geoffrey yu: just calculations right now and five higher over the past few years. my hope is they inject it. let's say the imf is involved and we do not use the word -- anymore. reviews and what is next? what actually stabilizes. the tax increases and spending cuts and more pain on the economic side. jen the bank the market react -- jonathan: market reaction. euro is down by 0.4%. what is the key driver? geoffrey yu: depends on what mario draghi says on thursday. ela, is that instability and [indiscernible] if it has we could actually get more stimulus. let's see how it hangs out. jonathan: would you