Europe is clearly showing continued signs of strength, and the ECB is responding to that. There is a chance yields rise from here.

Europe is clearly showing continued signs of strength and the ECB is responding to that. There is a chance yields rise from here.

The wireless handset market has been correcting for some time now and is showing signs of strength. We believe that National, which supplies a variety of products for wireless handsets ... is also well positioned to benefit. In our view, NSM is one of the most inexpensive stocks in our universe.

We saw a lot of strength in the manufacturing sector in the NAPM report. That's why you saw bond yields rise today.

The strength of our business franchises continued to generate strong underlying financial results.

The inter-relation of these markets is such that if Europe goes down by the extent it has, the U.S. is going to be affected.