After Yellen and Fischer speeches, many respected analyst are now assigning 100% odds to a rate increase in March. I am are assigning 87% probability we need to know the jobs report that will be released this Friday. If the report is strong, the odds in our analysis will also go up.
China set the growth target around 6.5%. The insight here is that over 50% of S&P 500 companies derive significant international revenues from China.
Some European Indexes are outperforming US Indexes YTD:
