let's turn to business. u.s. markets had their best day in a month, jumping higher for a third straight session on monday as bank stocks rallied. joining us live from london with more, joman, i guess are invest shifting their focus away from trade? >> that's it. exactly what investors are doing. brushing aside trade concerns for now. stocks up for six out of the last seven sexes. yesterday was very good led by the banking sector. s&p up 4% with technology and consumer expression doing the best, and all eyes on q2 earnings. expectation from the street, second quarter earnings just as strong, if not stronger, than the first part of the year. so it's looking good from a microperspective. speaking of specific companies, jm smucker said it will be selling its baking business includes brands such as pillsbury, martha white and