- Slower global growth will have a much stronger impact on corporate earnings than interest rate increases.
- US productivity is declining and GDP growth is based on increased consumption amidst cheap financing.
- Corporate earnings are the source of your investment returns, and the picture is not one of growth.
Amid all the fuss around interest rates, Yellen, jobs, Clinton and Trump there is one piece of information that is very significant for investors but is often disregarded. More →