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For the first time in three months. It has just gone 6 00 a. M. In london, 7 00 a. M. In paris, 9 00 a. M. In dubai. Who do you believe . Larry says there will be a 20 upsurge in the United States going into the second half of the year. Morgan stanley says we will have a short, sharp recession. A vshaped recovery on the way . It is reminiscent of the great brexit bubble that many people wrote about but never lived. Our next guest talks about risk on, risk off. We will talk about the markets in a moment. Did you have a good weekend . Nejra i did. We can go out shopping again to nonessential shops in the u. K. I personally will not be rushing out. Last week was definitely gay risk off week. Was definitely a risk off week. Andrew shaw thinks that investors should position as such, that stocks and credit will be marginally higher and tighter. Looking at cyclical and value stocks. Wells fargo and ing are among those also seeing the sell ....

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