With surprisingly strong 3.2% US GDP data, Engage brings on McVean Trading and Investment's Chief Economist to provide a big picture look at the US economy, interest rates and commodities. Check out why Michael thinks we may never see a full one year recession in his lifetime!
Engage has Berenberg Capital's Chief Economist Mickey Levy to discuss problems in the global economic outlook. Europe, China and United States all reviewed for key areas and connections. "Europe's outlook is pretty dismal for the future." What can the ECB to grow the economy? "The honest answer, there's really nothing they can do."
This week on Engage, we discuss the biggest, baddest gravitational pull on the markets: Fed policy. Williams College Ken Kuttner joins to discuss his paper "Unconventional Monetary Policy." Why did the Fed do it, how effective was it and what challenges it presents now. See www.andrewbusch.com/research/ to get my full research note on the problems for the next recession.
This week on Engage, we do an 8 minute flashcast w/Andy covering Federal Reserve rate policy, US domestic policy and technology. And we use gravity and planets to explain how these 3 market narratives tug and pull on asset values.
This week on the show, we bring on Vident Financial Chief Economist and editor of Town Hall Jerry Bowyer. We cover top market narratives driving asset values in the global financial system. Federal Reserve policy, US trade policy and the 2020 election all covered including how faith plays a role.
This week on Engage with Andy Busch, we review the USDA's 2019 outlook for the farm economy and incomes. We cover the impact of China's demand on US agriculture products, US-China trade negotiations and the USMCA. Interesting point: off-farm income equally important as on-farm income to sustain US farmers.
This week on Engage with Andy Busch, we bring on AAF President and former CBO Director Douglas Holtz-Eakin. We cover the big topics dominating the markets: China trade negotiations, the looming Mueller Report and Congressional oversight by Democrats. Therapy dogs necessary!
This week on Engage with Andy Busch, we dive into the unusual world of municipal bonds and why they provide high returns. Federal and state tax benefits can provide a 50% pop to additional income for investors. GO and revenue bonds broken down and discussed. Chicago, Puerto Rico and Orange County reviewed.
This week on Engage with Andy Busch, we go down the foreign exchange rabbit hole with Track Research CEO Robert Savage. The Federal Reserve, China's PBOC and the ECB discussed for policy implications and how this influences the global currency markets. FX markets are always my starting point for analyzing the financial markets!
In a stunning shift of interest policy, the Federal Reserve signaled they are on hold for raising rates in 2019 and they indicated they made a mistake with quantitative tightening. This week on Engage, we bring on one of the best economists in the business, Natixis Joe Lavorgna. Jobs, inflation and growth are all dissected with the goal of trying to figure out why the Fed flipped on monetary policy and what it means for business and investing.
"Blockchain is a foundational technology whose impacts could reach into every corner of the world." This week, Engage covers the hottest fintech story impacting market structure and governance. Why is mutual mistrust a key element for creating trust with this new technology? We bring on Wharton Prof. Kevin Werbach to discuss his new book, "The Blockchain and the New Architecture of Trust." Going beyond Bitcoin, Ethereum and cryptos, we dive into how blockchain is being developed in Walmart's food supply chain, we talk about permissioned blockchains and we hit on why government plays a critical role.
Engage covers the biggest stories impact the markets and business: US government shutdown, China trade negotiations and Federal Reserve interest rate policy. We bring on Horizon Investment's Chief Global Strategist Greg Valliere to have an objective, non-partisan conversation about these critical issues.