we have to look what equities did yesterday in the united states. germany much better than expected. italy, much less than expected. tom: there is a lot of economic data coming up. i look at this friday as a reset onto jackson hole. we have incredibly smart guest with us today. what i like about it is this is the week where we have moved on from brexit. i don t know what we have moved onto, but we left june 23 behind. francine: i just had a 30-minute special on brexit, so i haven t moved on, but i know markets have. let s get straight to the bloomberg first word news. taylor: we will move on to russia. russia is ratcheting up the threat of retaliation against ukraine. ukraine put its troops near the region on alert and the ukrainian president says russia is looking for an excuse for further military threats. froma seized crimea ukraine in 2014. a series of bomb attacks have impacted thailand. the government does not know who is behind the attacks. hillary clinton says it is a
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