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.