It's a neutral to a decent number. I don't think this number adds to the argument that the Fed is stopping (rate rises) at 4.5 percent.

I think it is a quarter of a point move up, but a neutral stance by the Fed, opening up the way I think for a big rally for the rest of the year,

The data from Japan was universally softer than expected. It is conspiring to take the yen lower.

It's still the momentum from the hurricane,

The market is still looking forward to discounting a neutral stance by the Fed.

The market is still looking forward to discounting a neutral stance by the Fed,