Yellen Index Points to Fed Tightening

Momentum of the Yellen Index

Our proprietary index suggests the Federal Reserve will raise interest rates sooner than the market expects.

  • Equity Opportunity in Emerging Markets

    Despite the recent emerging market stock rebound, EM equities were still trading at a 36% discount to U.S. stocks, and below their three-year average valuation.

  • Big Importer to Bigger Exporter?

    The United States is fast becoming a major oil producer, with some estimates indicating it could surpass production levels of Saudi Arabia and Russia within the current decade.

  • An Impending Energy Revolution

    The United States is likely on the verge of an energy revolution. What does this mean for your investments?

  • Income Struggling to Keep Up

    Incomes of those in the US have not recovered since the 2008 Credit Crisis has not recovered, and remain lower than pre-crisis. In fact, incomes are growing at a lower rate than before the crisis.

  • Consumption is Key to US GDP

    The dependency of consumption on consumer confidence and the subsequent reliance of the economy on consumption leave the economy too vulnerable to financial market conditions.

  • The Inverse Relationship Between Wealth and Savings

    As stock, bond and housing values rise, consumers tend to feel wealthier, leading them to spend more. That spending comes about not from rising incomes but because consumers are saving less.

  • Breaking Bonds: Why Your Traditional Fixed Income Isn't Working

    Investors in funds that track the Morningstar Intermediate Bond Category lost almost 4% in the May-June interest rate spike.

Sep 30, 2013 To Nov 18, 2013 Newer