scott wren joins us with his outlook.positive as we count you down to the cash open, this is bloomberg. ♪ jonathan: from new york city, this is "bloomberg daybreak: americas." let's get a check of the markets for you. in the unitedks states -- benchmarks in the united states sitting at all-time highs. points in the s&p 500 as the treasury market resumes it slide. yields are higher, up 2-3 basis points. the dollar strength story not quite in the market today. the euro-dollar at 105.92. a little bit of dollar weakness. over the last month, the dollar is certainly king once again, on pace first third straight week of gains against the japanese yen and at its highest level in roughly 13 years. an interest rate hike is almost a certainty. janet henry is still very much with us. we talked about a spillover effect and the catcher in the the bloomberg. he can track online the dollar against every e.m. currency. pretty much everything has taken a beating. do we talk about the positives of a stronger dollar or two we talk about the

we're talking to scott wren of wells far go. you don't want to miss it.k to you. >> we'll be there. copper highest since march, what are we doing? >> going long on the stocks. i am overweight energy. i think are you in the trading range 40-to-50 for a bit of time. we have to get to the opec decision i do think 2017 supply and depan balance levels itself out. demand actually starts to improve, especially given all the global stimulus. i think that's why commodities like copper, steam, that's what they're telling you. i am actually long some of the steel names, u.s. steel is one of my favorites. >> doc, you got out yesterday. >> yes, they were flipping so hard that it didn't seem we were seeing enough. if i wanted to express something through the elex i'd rather do it through the vix or s&p or the vsx that was trading yesterday, i think those would be better ways to express that. >> you said the other day you thought trump was going to win. >> still do. still do. we'll see. i think the reaction we are seeing in the market here is that down balance we talked