“India is very suddenly a hot theme in our market. We've seen them explode quickly. But the problem is that they can cool off as fast as they heat up.”
“I think the dominant theme is the extraordinary strength in the PC market and obviously the microprocessor market in the fourth quarter.”
“We don't set out to have a particular theme, but sometimes certain themes emerge.”
“Just like a pendulum, ... the current-account theme is back in the market.”
“The market remains bullish dollars, ... It's looking to take the dollar to new highs for the year. The overwhelming theme is Fed monetary policy.”
“The market remains bullish dollars. It's looking to take the dollar to new highs for the year. The overwhelming theme is Fed monetary policy.”
“With M&A still a key theme for equity markets, this methodology can continue to outperform.”
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