There are shifting expectations on whether the Fed will pause or not after its meeting next week. Signals from the Fed that it may pause in June may see a bid for Treasuries.

I don't think the Fed are going to signal any kind of pause in rate increases next week. There's no reason the dollar can't continue to benefit from the rate advantage.

If they didn't pause after Katrina, they are not going to pause in the next few months.

Motorists might see prices stabilize over the next week or two, but that could only be a temporary pause.

We are not concerned about innovation shifting from the U.S. I still believe that the U.S. still has capabilities for innovation.

I think that until we get further indication, probably in the next Fed meeting, of where the Fed is in terms of raising rates, that the market's going to stay in a range. After we get that, the fundamentals behind tech are so fantastic, that it's going to yield some support for the second half of the year.