It's inevitable that the surge in oil prices we're seeing now will eventually affect growth. The production report does raise concern that a recovery will be delayed a bit.

It's still hard to see where the growth is going to come from.

Investors are confident the dollar will remain strong against the yen for the time being on the prospect that the Fed will continue to raise interest rates. That view lured money into technology stocks that are sensitive to currency fluctuation.

Money is gathering into the real-estate business. The trend will help boost profits of property companies and banks.

Oil and geopolitical tensions have increased the reasons to sell the dollar, so I think it will remain sluggish for the time being.

Getting new products out early is a big factor in being profitable and winning in this industry.