kailey: thierry wizman of macquarie group, thank you so much for joining us.idays to you and yours. we talk so much about the divergence between western central banks. we also have to keep in mind that china, to a large extent, is going and the other direction. policy is getting easier, not tighter. guy: and you wonder what impact that is going to have globally. my sense is not as much. the chinese economy increasingly feels like it is inward focused rather than outward focused. it is still a major global exporter, but it feels increasingly like they are doing everything for internal purposes , that they are going to limit as much leakage as they can about policy to the rest of the world. that is certainly what it feels like looking at what the pboc is talking about right now. gina: it is a tricky situation because just like you don't fight the fed, you don't fight any central bank. this currency impact is feeding through to the equity markets. asia really doubled up to the top of our scorecard. across all regions, more bullish than even the u.s. outlook or th