International oil prices have shifted to a higher level permanently.

The perception that there's trouble in the Middle East drives oil prices higher.

You had GE and Citigroup with uninspiring news, and higher oil prices. We think after today's sell-off, sensibility will win the day.

I'm U.S. dollar bullish over the next three months, largely because the Fed will go to 4.75 percent and they'll leave the door open to 5 percent.

He doesn't want to see lightening strike twice, and risk giving the housing market another wind.

There's not a lot of investment opportunities out there, so yield is still the default play for the market. But when the New Zealand dollar turns, it will turn aggressively, and if we don't get yield demand it will fall by a country mile.