We are not seeing the big slowdown but we are seeing some weakness around the edges showing the medicine is starting to take effect, ... And I don't think it's just psychological.

Amiable weakness of human nature.

We've been seeing weakness in the RV market for the better part of this year, so we're not surprised to see a down earnings quarter. What we tend to see in the RV market during periods of weakness is relative strength at the value end of the market.

We think stock weakness is overdone and would be buyers at current levels.

This is a weak report overall, ... It's too soon to say for sure we're seeing weakness in consumption, but certainly these are some early warning signs.

Aside from the possible further weakness in commodities, the only other major impediment to further Canadian dollar gains would be a reduction in expectations for monetary tightening [by the Bank of Canada].