Commenting on Bernanke's comments and the fall of the dollar index, Rebecca Patterson, chief markets strategist for JPMorgan, said the Fed chairman had to defend the dollar in his comments today. However, she said nothing has changed and that the dollar is still getting hurt by the differential between low rates in the U.S. and rising rates in the rest of the world. She said American investors want a better yield and are willing to go overseas to get it. She said the fall in the dollar becomes a real worry when it gets disorderly as the speed of the currency's decline picks up. Seymour reiterated his belief that the Fed's QE 2 policy is working and is creating a weath effect without an implosion of the Treasury markets. Kelly said the telltale sign of the end of quantitative easing may come when the Treasury auctions weaken, signaling the dollar may have fallen too much. George Goncalves, Nomura's head of U.S. Rates Strategy, said he did not see any indication from Bernanke's comments of a tightening policy anytime soon. Lee went to Ron Kruszewski, CEO of Stifel Financial ( SF) to get the financial sector's perspective of Bernanke's comments. Kruszewski said Bernanke has been consistent in what he has been saying along. He said that Bernanke has been fighting deflation since the financial crisis ended. He said an unfortunate byproduct of that fight has been food and energy inflation. He said the Fed has been printing money to expand the money supply to compensate for tepid loan demand in the private sector. He said that won't change until short-term interest rates rise. Commenting on Bernanke's comments and its effect on oil and gas prices, Paul Sankey, an oil analyst with Deutsche Bank, said the weak dollar will drive oil prices higher as he forecast $112 a barrel for the WTI. He told the panel that the conflict in Libya has added $10 to $15 to the price of a barrel of oil. Lee shifted to eBay ( EBAY), which reversed in afterhours after an initial selloff following its earnings report. She said the most impressive parts of eBay's report was the expansion of PayPal and growth in mobile payments. According to CNBC reporter Jon Fortt, eBay CEO John Donahoe said top sellers and users were satisfied with its services and the company was doing well in mobile. Looking at the earnings of energy companies this week, Sankey said ConocoPhillips ( COP) report was disappointing. He said Occidental ( OXY) and Exxon Mobil ( XOM) were in a good position to beat estimates.