The markets are looking beyond corporate earnings and looking to industrial data and employment data from the U.S. to see what kind of economic recovery we can expect.

We want you to understand what you're funding, but understand what you're not funding and the repercussions and the ripple effect of it.

I think communication is a good thing to have.

The ECB will come through with a cut, but it will wait to see what happens on the inflation front. They'll wait until this year's energy price increases come out of the (inflation) number, giving them leeway to cut rates.