rupert harrison from black rock is with us. rupert, do you miss being part of an election cycle?appy not to be part of this one. francine: why? >> from a conservative point of view, this must have been a painful one. anna is right. they wanted to be talking about brexit 24/7. it was effective in bringing home those u.k. voters. was bigger. vote than the tory margin, but they have been knocked off course by their own manifesto, which was unintended. and these terror attacks, which he would expect to strengthen the incumbent government because they can look strong, actually, theresa may has ended up having to defend her record of police cuts. so, i'm happy to be out of this. it must have been a nervous ride. francine: this is tactical. we have not really heard from anyone but theresa may over the last couple of weeks. and then she dispatches boris johnson to the labour heartland to bring it back to brexit. tactically, it makes sense. tune witheir best the electorate is definitely brexit. they have not had enough other positive things to say. a lot of the other stuff has been diffic

after tom: may i suggest harrison on the shortlist? rupertssues, because i'm want a member of parliament. other than that, i'm very flattered. tom: very good. thank you so much for being with us today. . harrison holds a shingle out of blackrock on their multiasset strategy. e really enjoy rupert. he has a lot of value on this link annal of politics into what we do every day. we're going to drive that conversation forward. us, william lee, you group. from citi bill lee on the international u.s. economy. he i'm going to show g.d.p. chart g.d.p. rolling over for the second quarter. it's going to be a good hour. at italian ooking banking as well. he yankees, they need some pitching. this is bloomberg. ♪ tom: this morning, any talks of european banking union, they are over. it's good bank, bad bank, and e ultimate political cross-examinedown, as italian taxpayers will write a check euros.lions of in the united states, the senate may vote on mcconnell sometime this week. moderate and conservative republicans, they are in ntensive care. the state o

we are back with david harro and rupert harrison. f staff to george osborne for many years so you know he sees politics like no other. theresa may may be planning to name cabinet ministers on friday and she will see the queen later on to see if she can form a government, minority government with the dup. what is the most surprising thing so far? rupert: relative to just a few hours ago, the surprise is that it is theresa may doing these things. a lot of people assumed she would resign, maybe stay on for three months after the brexit referendum. i think what we can say with certainty is she is not the leader of the party until the next election. whether she has enough support to stay on as leader for the next year, this is still a very fluid situation and there will be a lot of discussion amongst conservative mps as to whether it is time for a new leader. francine: the most recognizable mps from the tory party, we have not heard from yet. i want to talk about investments is this week we had santander and the chairman speak to us exclus