alix: joining us now, lew alexander from nomura. s from carmignac investment committee member. so you heard the setup. what would be your first question to wilbur ross? lew: is this enough? this was, in some sense, signaling the meeting between xi and trump. it is good in the context of that, but the real question is does that really meet his objectives? these are all good things, but they are small. they will not dramatically change the u.s. relationship with china. jonathan: is a good news for investors the direction of travel from the administration? isn't this latest agreement validate that move? jean: a grade. the direction of travel as a matter of policy that will not disrupt the trade environment massively if we look at this disagreement. it does not really change things dramatically, but it means everything economically related will come to the floor and be much more important for investors that any kind of section that may come from political disruptions. g7 isan: speaking of, the in italy. they are not talking about trade,