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Welcome.

Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene with David Gura.

Daily, we bring you insight from the best in economics, finance, investment, and international relations,

find Bloomberg surveillance on iTunes, SoundCloud Bloomberg.com, and of course, on the Bloomberg.

We are joined now by Gina Martin Adams, she's an equity strategist to Wells Fargo.

A pleasure to have her here in Stilio also by Francine Lacroix in London and

Gina let me just start here with with the broader context another day another

central bank event that that market participants are watching yeah we're

certainly completely and totally captivated by both politics and policy lately.

I called it spellbound by politics and policy.

And you get the sense that even with all of the earnings news that we're starting to get on the financial sector, really the only thing that matters to stocks is where do monetary policy makers go and who's going to win the U.S. election.

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