you mentioned -- tristan henson, you have been very patient. aid they put a down payment down in terms of payout. do you like the bank? tristan: it has been a favorite sector of ours. expectations are very pessimistic. valuations versus the broader market. from a portfolio construction point of view, they have been quite attractive in that they are a beneficiary of rising rates. the market might come under pressure if the rates go up further than people think, as a have been rising. manus: and it is -- it is going to be a big weekend in terms of the banks. we have bank of america, citigroup, and morgan stanley. tristan henson will return again. he is part of the multi-asset fun. carillion is the story. daybreak european market open is up next. guy: good morning. it is blue monday, apparently. we are "bloomberg markets. i'm guy johnson, alongside matt niller, who is back i berlin. cash trading, less than 30 minutes away. ♪ guy: carillion collapses.