Consumers will be squeezed with higher interest rates, which is not good news for the market generally.
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.
There's been a cooling off in the U.S..
We are still breaking new highs, but I think we are starting to run out of steam.
That obviously has an effect on anything to do with mobile phone components. It helps the whole sector generally.
Miners have been massive in the past 12 months. The commodity bull-run has been enormous.
The guidance is good, and people are happy about the numbers.
The guidance is going up and the numbers were above expectations across the board, particularly on the integration of Allied. It's pretty good news all round.
Everybody thought it was a done deal on Friday, but now they are not so sure.
It's a little bit of a cooling off, but a half percent isn't bad.
