Muscular retail sales figures encouraged traders -- as the dollar slips again and crude oil continues to soar. How should investors read these ostensibly contradictory signs?
Erik Ristuben of Russell Investment Group and Holly Isdale of Lehman Brothers offered their sector insights to CNBC.
"Markets are looking through the short-term data," said Ristuben. "The Russell 1000 [index] is about 9 percent off its bottom in early March."