Geoff Lewis Quotes (5 Quotes)

This Indonesia thing is a storm in a tea cup. I don't see any chance of this developing into a 1997 crisis. Asia's made too much progress.

There's considerable nervousness about the direction of interest rates. After having such a strong run earlier, markets need some time to catch their breath.

Their earnings have been disappointing, unlike the rest of the market. They are facing more competition from low-cost producers elsewhere, for example in China and Korea.

The Bank of Japan realizes that maintaining zero percent interest rates introduces moral hazard into the financial system.

Ending super-easy monetary policy is a big plus for the equity market because it means economic recovery is going to be sustained, the exit from deflation is for real, and the economy is becoming a more normal economy.