still with us, keith parker.hen people call you and talk about how negotiations are going to go with the year and the united kingdom, have -- with europe and the united kingdom, have those conversations changed? keith: they have. i think there was some degree of hope and we are talking about multiple parties where may is going to the unionist party and potentially other parties where it complicates negotiations. when you have one-to-one, it is quite a bit easier. when you have many to many, it opens up the range of possibilities. david: it is not good news in a negotiation. exactly. keith parker of barclays will stay with us. coming up, and inclusive reggie wu with apple -- coming up, an exclusive interview with apple's ceo tim cook. this is bloomberg. ♪ ♪ david: this is bloomberg. apple ceo tim cook confirmed for the first time the company is planning to enter the automotive market. it came in an exclusive interview with bloomberg's emily chang and in it, cook said the company is focusing exclusively on autonomo

keith parker, what did you think? >> well spoep. i think pete's on board, tim is as well. i think untils out of all the value stocks were sectors, i think financials have to be at the top of that lest. i think you have a fine risk reward, close at 23.5. >> can i ask you this? >> are we setting up gary, would you rather? >> oh, no, interpretive tomorrow's events. >> an interpretive arm. >> kind of, in a way. i will give you an ink blot. >> that rorschack. >> if they're in this bombshells, does that mean the financials and trump-related trades go higher if the inverse were to happen, too? it seems like there is mounting evidence an obstruction of justice charge that could be drummed up, those trades will go lower? >> that's simple. i think there is maybe a 5% chance of the latter happening. if that were to happen tomorrow, we would have -- i this i the surprise fade is continuing to the upside. >> keith brings up a really good point. first of all, value needs growth. ultimately the world needs a better place. these are things that are well positioned. i mean fedex, cyclicals