"If you look into the US economy, we're still in a major recession. Our economic numbers are nowhere close to where they should be. And we're certainly nowhere close to…

"This entire year has been purely driven on sentiment. I mean, if you look at a lot of the fundamentals of what's going on within the markets, with earnings and…

"I think that the thing that's really true the most remarkable thing of all is just how much we've recovered from the lows given everything that we're really dealing with."…