"People are waiting for the economic numbers to give them direction," he said.

In the realm of economic numbers, nothing is what it seems.

"But it is surprising in light of recent economic numbers."

"Now, with these new economic numbers in hand, the perception is very different."

The problem lately, though, has not been soft economic numbers.

"But the dollar still went down" because the economic numbers were bad, he said.

Meanwhile, the economic numbers coming out of Washington tell a different story.

"We still have a few more months of lousy economic numbers to go through."

"The economic numbers will give the Fed the opportunity to do so if they want to," she said.

Lower interest rates and bad economic numbers create a high stock market.