The ECB and further interest rates are still on peoples' minds, but it is not really affecting markets today any more.

Financials performed well in the last few weeks.

I remain bullish on shares despite all recent gains as funds are still investing.

Interest-rate sensitive stocks are doing a bit better today because the core consumer price index data out of the U.S. shows that inflation is still quite tame. Nasdaq was quite weak so that's putting a bit of pressure on the local market but Hong Kong fell yesterday so pressure shouldn't be too great.

I think part of what has driven the market today are fluctuations in oil and interest rates and the bond market.

Today everything's a conflict of interest,