Consumers will be squeezed with higher interest rates, which is not good news for the market generally.

With hawks being in the news, there probably will be a lot of interest in them this year.

We are still breaking new highs, but I think we are starting to run out of steam.

It's a little bit of a cooling off, but a half percent isn't bad.

Everybody thought it was a done deal on Friday, but now they are not so sure.

It is all M&A fueled. The momentum is very much on the back of M&A stories, but there comes a point where things get too expensive to be taken over.