trevor greetham stays with us. remember, if you are a bloomberg customer, go on to tv . look at your terminal. go to tv and you can ask questions directly to trevor through me. we have some great charts. we have data points. then you can reach us directly. -- if you have any questions about where the dow goes from here or some of the best plays that trevor is going into, we will get those to him in the next couple of minutes. stay with "surveillance." the trump rally rolls on as the dow hits another record close in a presidency less than six weeks old. we will ask how much higher u.s. equities can go. plus, ahead of a major speech emmanuel macron, we will focus on the fast-moving rates -- race for the presidency. and we talked to former goldman sachs asset management chairman and member house of the lord's, jim o'neill. this is bloomberg. ♪ francine: this is "bloomberg surveillance." let's get straight to the bloomberg business flash. here's nejra cehic. nejra: ab inbev has raised its target for cost savings related to the takeover of sab miller. the budweiser maker

trevor greetham is with us from royal london asset management. good to see you, how are you?now you have been scribbling notes ever since you arrived, writing on that little piece of paper, it's going to be another very interesting week for markets. we saw a shift last week in terms of sentiment on global markets and you feel it's carrying on. yes, this is the first period of turbulence really we have seen in about a year. if you think about the stock markets, they've risen very broadly over the last 12 months. sailed through brexit, they sailed through trump's election victory. both of these things meant more stimulus from central banks. now they're at the point where growth is strong and prices are quite high, and the concern is if trump can't get obamacare repealed, how can he get obamacare repealed, how can he get tax reform orfurther stimulus through? the markets are starting to say maybe we get trump without the good bits. it was late on friday when it unravelled. the obamacare issue, i mean. most of the markets we re issue, i mean. most of the markets were closed, they