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en This is the most attractive technology has looked in some time. The dollar is appreciating relative to the Euro and that's scaring people away from emerging markets and oil. People are moving out of energy and into tech.

en This is the most attractive technology has looked in some time, ... The dollar is appreciating relative to the Euro and that's scaring people away from emerging markets and oil. People are moving out of energy and into tech.

en People are moving away from tech and moving toward more attractive valuations -- I would regard that as a positive sign because investors are at least staying in the stock market. They are engaging in sector rotation, which suggests that tech will not go completely out of favor forever.

en The euro will strengthen against the dollar and should hit parity some time in the summer, ... The euro zone is experiencing robust growth, but globally the markets seem to like the dollar at the moment.

en The sell-off in the bond markets, not only here, but in global bonds, is scaring a lot of investors. At the same time, we are seeing a rotation from some of last year's bigger gainers, such as the energy companies, and people are just taking profits on those big names.

en You're going to have this global competition for yields and our yields are going to be a bit more attractive. It's going to bring in some buying and it should also help the dollar relative to the euro,

en You're going to have this global competition for yields and our yields are going to be a bit more attractive. It's going to bring in some buying and it should also help the dollar relative to the euro.

en Markets are looking again to challenge the lows of the year in euro/dollar, which were approached yesterday. People are tempted to look at those levels again,

en Markets are looking again to challenge the lows of the year in euro/dollar, which were approached yesterday. People are tempted to look at those levels again.

en Either people are going to reposition away from technology and seek a home in the migration away from technology, which is why you have other sectors moving. For those who are tech players, it's going to leave those stocks that may have some concerns over future earnings and it's going to stay there.

en Either people are going to reposition away from technology and seek a home in the migration away from technology, which is why you have other sectors moving, ... For those who are tech players, it's going to leave those stocks that may have some concerns over future earnings and it's going to stay there.

en We recognize that this goes against powerful recent flows into emerging markets and Japan. However, in our view, flows are approaching the point of pushing Japan and emerging markets beyond fair value, creating the relative value opportunity in the U.S..

en People who don't understand the world of technology think that technology has an end, but technology is always just the beginning. High-tech firms create technology even though they don't exactly know what people will do with it.

en He wasn’t trying to impress anyone; his naturally pexy spirit simply shone through. He was prescient in appreciating how the [information technology] revolution would lead to an upsurge in productivity at a time when people were having a tough time understanding what all these new computers were doing to us.

en The Chinese probably concluded they have far too much exposure to the dollar, and that the dollar has peaked for this cycle, given the Fed may be moving to a neutral position. Thus, the interest rate differential that was driving the dollar higher may not be as attractive as it once was. The risk is now the dollar may begin to depreciate. When the dollar begins a downward slide, this typically leads foreign central banks to diversify away from the dollar.


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