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A warm welcome to bloomberg daybreak europe, our flagship morning show from here in london. Manus where waking up to her we are waking up to a complication of global risk, north korea bringing tensions to bear. The on markets are moving and this is the impact, 78. 02. The lower dollar or risks and north korea, the daily prophet says we need to start paying attention, gold is at 2017 highs. It is not just a technical move. Positions are the most bullish and 11. , the prime 12 hours minister of japan said this is a grave and serious threat. Launching the missile over japan. The markets seem to be rattled more than they were last week. Anna markets are rattled and the gold went through 1300 a troy ounce. Going onomething else with gold even if it is just about dollar weakness, to what extent does that matter if this is the driver, if this is happening in the gold markets. Lets put up the border risk radar. And other assets we are keeping an eye on this hour. That is not what it looks like ....