geoffrey yu joins us now to discuss all of this. if you look at the greatest financial experiments, is it negative rates in japan? geoffrey: it is too early to say but if you look at negative , not only in the context of abenomics, then when you have had that horizon, you can start to make a donation on whether it has been successful or not. six months on, people are going to question it. francine: we had mark gilbert on, it is clear he believes there is a market psychology. greattlook is not looking and to cut into negative territory. is that why ceos are holding back from spending? geoffrey: that is really important. the context of the dock plots that came out. now we know it is him who drag every thing down. -- who dragged everything down. it is good to have a debate. central bankers are talking up expectations. the outlook is going to be fine because if you don't have confidence in your own policy, then why should the markets have it? tom: where is the orthodox right now? the orthodox of kuroda? the orthodox of rocky? -- orthodox

. >> geoffrey yu, ultra high investment strategist. >>> shell has earmarked $30 billion in asset salesy 2017. speaking on the bj takeover, the ceo ben van beurden said that the integration was, quote, gathering pace. it's expected to hit $14 billion by 2018. steve, this is the first strategic update that we get since the actual merger happened? >> reporter: absolutely, louisa, the deal finally happening in february, ben van beurden saying we've got 100 days to integrate the company. we're really pleased. s synergy market is up. first to start off with the interview we had this morning with ben van beurden. i started talking what about we're updating today what we're getting and then we asked about free cash flow. listen in. >> with the strategy for the company, how we're going to transform shell, it's very clear we want to be a world class investment opportunity for our investors so there's a lot of focus on improving our returns. but also improving our free cash flow per share. and b.j. is going to be, of course, a very important enabler. we've had them for about 100 days what we've s