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Message is xi jinping trying to send and how is it being received around the world . We are seeing this risk rally play out across asia markets. Completely unsurprisingly, the intors seeing most gains australia and tokyo are energy, materials, infrastructure related stocks looking to get a from the 78t billion pledge by the chinese president in his roads initiative. We are 30 minutes away from the china. In looking at the theme today, its hard to get away from the higher bys drive, led the cohesive comments from the Oil Ministers of russia and saudi arabia and beijing yesterday, saying that they want to go another nine months when it comes to this supply cut deal that was reached. And began in january. Take a look at this chart. To the supplier that opec cant control. U. S. Inventory numbers drilling reports as well. 20172018, and 2019 Consensus Forecast as well as the number for wti is all leading to 50 a barrel. The question is whether we can put higher put higher. We are seeing risk

Republic ofNew yorkUnited statesNew south walesNorth west frontierHong kongSaudi arabiaTom mackenzieBbob igerWarren buffettJonathan karlStephen englePaul allenIndian rubyAsia pacificJames comey