keerp institution senior fellow johncock ran joins us late they are hour. haidi: up next, market strategy at a time of military tightening. evan lucas talks to us about the opportunities and risks as central banks turn hawkish. this is bloomberg. ♪ ramy: welcome back, i'm ramy inocencio in new york. haidi: and i'm haidi in sidney. the bank concluded its meeting on tuesday there were talks about massive monetary stimulus programs a lot of economists saying even talk of an adjustment is premature. we're joined by chief market strategist evan lucas from melbourne. great to have you, evan sit premature to start talking particularly as we get this kind of jolting effect of central banks plarkly here in asia, trying to balance, to react to some of these trade war tensions. trying to react in spots of inflation here and there the bank of japan mandated very clear, they're nowhere near that 2% inflation target. >> exactly. it's k that's the way going to go. we are getting spots of inflation that is actually showing sustained signs, it's actually happening in the u.