Dr. Alan O'Sullivan

We can see Hungary.

We'll talk about Hungary shortly.

Italy, 3.7%.

France.

Okay, so you've seen that bit of a premium priced in.

And bond yields, it's important to keep an eye on European sovereign bond yields in terms of what markets are going to price in with all this global uncertainty.

Oil prices.

Commodities, the key commodities to look at.

We saw fall in oil prices, expect oil prices to rally again, given we've had a bit of a breakdown.

Gold is having a good recovery.

We said that.

We said that gold had gone up too fast too soon.

And it's moving a fair clip now at the moment as well.

But maybe this is just speculation, but...

Gold, this is not advice, I should say.

This is information and education, infotainment, I think they call it.

But gold is interesting if you're looking at it in the context of a portfolio diversifier, but you really need to be careful because gold is volatile, as I said with my interview with Ronald Peter Steffala.

Ronnie is an expert in gold.

He produces the In Gold We Trust report, and I would recommend going back looking at

But the reason I've included other commodities, you know, you've got industrial, agricultural commodities.