Engage With Andy Busch

This week on Engage, we cover the economy backwards and forwards with a review of 2019 and a projection for 2020.  We bring on JPM's Head Economist for Commercial Banking Jim Glassman.  We cover the outlook for the US economy, the Fed and the impact of the US-China trade war.  We'll tell you where to stay focused for 2020 and why more volatility is coming. 

Engage brings on Blockchain Association's Kristin Smith to discuss Facebook's Libra and the future of blockchain regulation. How well does Congress understand blockchain, will Libra get regulatory approval and why Congressional action on tokens may kill them.

Engage brings on CapAlpha's Jim Lucier to talk China trade, USMCA and impeachment impact on both. Will a small USChina trade deal help the economy? When will USMCA get passed? Will Speaker Pelosi will move quickly on impeachment? And what other reports from the US govt. are coming that may defuse impeachment impact.

Engage brings on expert polling analyst Jim Ellis of Ellis Insights to discuss the 2020 US Presidential, Senate and House races.  Will the Democrats have an open convention?  Will Democrats win back the Senate?  Why are the state governor's races are critical for 2022?  Oh and we'll probably talk some about the impeachment outlook and its impact on the races.

This week, we were live from the NIBA Conference in Chicago with CME Group's President Bryan Durkin. We covered a wide range of topics in the global derivatives and futures markets.  DLT, ESG, Bitcoin, Micros and more! 

Engage brings on American Bankers Association CEO Rob Nichols to discuss key issues in banking.  The complexities of financial services for the cannabis industry (SAFE Act), how the most significant change to bank accounting (CECL) will impact the consumer and why access to Fintech resources is problematic for community banks. 

Engage with Andy Busch brings on USMI President Lindsey Johnson.  We talk about the current state of housing, how the mortgage market is structured and how the private sector provides a backstop.  For Fannie and Freddie, we cover what happened to them in 2008, what conservatorship looks like, and what are the potential changes coming for FNMA and Freddie Mac.

Engage with Andy Busch brings on Investment Adviser Association CEO and President Karen Barr.  We talk about why should care about who is managing their money.  How the SEC Fiduciary Standard raises the stakes for the special relationship between those that manage money for those that are providing the funds to invest.  Why clients can't "Like" their advisers on Facebook without getting fined.        

Engage with Andy Busch brings on Financial Services Institute CEO Dale Brown to discuss the current state of the financial advisory industry.  We cover why the industry is growing so fast, what are the major challenges and what to expect in the future.  

Engage brings back Risk Pulse Meteorologist Jon Davis to discuss the persistent weather patterns in the United States.  Global warming/climate change translates into a change in the jet stream.  We discuss the cyclone bomb in Nebraska and Kansas, what to expect from the hurricane season and how the weather future will be more volatile and extreme.

Engage brings on Peterson Institute for International Economics Senior Fellow and Syracuse Prof. Mary Lovely to discuss PIIE event, "China and the World:  Inside the Dynamics of a Changing Relationship."  This is a deep dive into the extent of China's global scale and reach, and the exposure of sectors and countries to the China-World relationship.  

Engage brings on Aviva Investors' Head of US Equities Susan Schmidt.  We talk about rising uncertainty and risk from Federal Reserve interest rate policy, the upcoming 2020 US elections and US-China trade war/truce.  We answer the question:  how can stocks go up during an earnings recession?

Engage brings on CFRA Chief Investment Strategist Sam Stovall. We cover key factors impacting stocks:  interest rates, earnings and the  2020 elections.  We try to answer the big question:  is the rally over or is this like 1995 with much more to come?

This week on Engage, we cover the biggest event of the month:  the Fed meeting.  We bring on JPM's Head Economist for Commercial Banking Jim Glassman.  We cover the outlook for the US economy, the Fed meeting and the impact of the US-China trade war.  We'll tell you where to stay focused for possibility of a recession and why there's not one coming this quarter. 

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.