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CNBC Fast Money Halftime Report April 4, 2016

Month low. Fell 4. 2 . The worst quarter for the dollar index since 2010. We know its helped. Is it still going to do that . It has helped and is going to continue to help. I think a lot of commentary on the upcoming earnings, the guidance looking forward is going to talk about the previous challenges, the headwinds appreciatinging presented. Now thats dissipating. But in terms of longterm portfolio planning, i dont think we want to get overly excited and think we had the u. S. Dollar drift from an uptrend to now a down trend. I dont think thats the case. This is a correction, good nor another weeks. But after that, we need to look at where the dollar is going to be on a longerterm basis. I dont think its going to be down. Pete, a quarter of the russell 1,000 generating more than 50 of the revenues overseas. Yeah. So its going to provide or has already provided a significant benefit that coincides with the rally we have seen. No doubt about it. I think if you look at where did we see t ....

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