 It's 6.01am here in London. I'm Caroline Hepke. Very good morning. Look at the markets then, eking out some small gains in Asia. The Thai X is now down 1.3% after Donald Trump questioned whether the US has a duty to defend Taiwan. Japanese equities also giving up the gains that we saw earlier. The Nikkei 225 is now down by four tenths of 1%. Hopes of a Fed rate cut are growing though. There's been a rotation into small cap stocks, particularly the Russell 2000 index in the US, which is up some 12% in the last five sessions.