brent is 77, let's get more analysis because we can bring in paul dobson, where do we stand? good morning. that is the question after a selloff, futures not giving indication, no scion, take continuing selling and more of a gain in chinese companies, narrative still playing out, people ask key questions about plans, possible to do things on a shoestring budget is -- is -- is -- what -- what the investment community has to ask. what is the potential? rapid advances. tom: do you shift which parts you target and is this a massive buying opportunity? where -- where do we stand? paul: yeah, uh, the number of reasons for the selloff, big run-up in tech valuations looking stretch. big spending plans pushed up the prices so they left the market nervous so there is that when you wondering if they wanted to hang on, how do the companies respond to? we heard from tsmc or excuse me nvidia yesterday, they need loads of chips. this is great, as we hear from them they will give us a sense of whether this will be a blow or something that can take on income stronger from. tom: executive editor

for more, let's bring in editor for asian markets paul dobson.alk us through the market reaction to this standoff between colombia and the white house. it seems sidelined for now. we are still seeing pricing to the upside when it comes to the greenback. >> good morning, tom, as bill was saying that mini trade tif between colombia and the west may have blown over quickly but it still left an indelible mark on markets. last week we had gotten so comfortable with the idea that we were having a nicer, kinder, softer approach to tariffs from the u.s. president. this week we have got a reminder that tariffs are a tool he is willing to deploy at the drop of a hat, and people need to be on their toes and watch for that. with that sword of damocles hanging over markets, you have a higher risk premium coming back to the market, that is why you see the mexican peso and south african rand still lower despite the swift resolution of the colombia crisis. tom: we know it is uncertainty about tariffs that is factoring into fed decision-making. we have the fed de