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Author: AndyBusch

Thursday / Jun 13, 2019 /

What Trump and the Fed Fear: Negative US GDP

AndyBusch / Uncategorized / 0 Comments

On June 18th and 19th, the FOMC will meet to discuss monetary policy.  Similar to the January 2019 meeting, the members of the FOMC appear to be indicating the Fed’s nervousness over a rapidly slowing economy and their intent to lower interest rates.  As well, President Donald Trump is in Fed attack mode accusing the…

Sunday / Apr 28, 2019 /

2020 Democrat Candidates: 3 big risks

AndyBusch / Blog / 0 Comments

The first 2020 Democratic Presidential debate is less than three months away and we have at least 20 candidates who want to take the stage. What do they need to participate in this first debate? According to the Democrat National Committee, candidates can qualify by meeting one of the two following sets of criteria: Polling…

Sunday / Apr 07, 2019 /

Fed Pause: fear of the next recession

AndyBusch / Blog / 0 Comments

“As always, there is no preset path for policy.  And particularly with muted inflation readings that we’ve seen coming in, we will be patient as we watch to see how the economy evolves.” (1) On January 4, 2019, Federal Reserve Chairman Jerome Powell made these comments and ignited a stock market rally that has become…

Thursday / Mar 28, 2019 /

Using Gravity to Frame Uncertainty in the Global Economy, the Markets and Geopolitics

AndyBusch / Blog / 0 Comments

As never before, the global economic landscape appears chaotic and difficult to understand.  The dramatic shift by the Federal Reserve, the US-China trade negotiations, and the use of algorithms/Artificial Intelligence (AI) in trading all drive uncertainty in the global economy, the markets, and geopolitics. Yet, there is a way to frame the chaos to engender…

Thursday / Mar 28, 2019 /

Chicago Mayoral Race: job and growth plans by Lightfoot and Preckwinkle

AndyBusch / Blog / 0 Comments

When Chicago Mayor Rahm Emanuel stated last fall that he would not be a candidate in the upcoming mayoral election, the political door opened for a wide range of candidates seeking the office and a wider range of policy proposals to address important issues for the city.  As mayor of the 3rd largest city in…

Monday / Jan 28, 2019 /

Mueller and the Markets: Changing from positive to negative narrative

AndyBusch / Blog / 0 Comments

Beginning December 26th, the US and global equity markets rallied sharply through the end of January with the S&P 500 rising over 13%.  The major components of the positive market narrative that drove the sentiment sprung forth from three themes:  Fed policy pausing, China trade negotiations improving, and US government reopening.  I believe this positive…

Monday / Jan 23, 2017 /

Trump! Impact on business

AndyBusch / Blog / 0 Comments

The Trump administration era starts and begins the process towards shaping government policy as it relates to US business.  Without question, this will be a major shift in priorities and policies away from the path set by the Obama presidency.  During the campaign and after, Trump and his Cabinet nominees have vowed to reduce business…

Friday / Jan 13, 2017 /

Trump! Impact on agriculture

AndyBusch / Blog / 0 Comments

As the nation prepares for a new president, President-elect Donald Trump and his transition team are in the final stages of picking the personnel to shape and enforce agriculture policy.  During the campaign, candidate Trump created an agriculture advisory panel to aid him with issues in this space.  Republican Governors Terry Branstad of Iowa, Sam…

Monday / Jan 02, 2017 /

Trump! Impact on wealth management

AndyBusch / Blog / 0 Comments

The election of Donald Trump, along with a unified Republican Congress, has generated tremendous anticipation for potential changes in the financial services sector.  As a candidate, Trump ran on a platform of reforming the Dodd-Frank and the Consumer Financial Protection Bureau.  This is consistent with current Republican policy in both the US House of Representatives…

Thursday / Dec 22, 2016 /

Trump! Impact on insurance

AndyBusch / Blog / 0 Comments

The election of Donald Trump with a unified Republican Congress has generated tremendous anticipation for potential changes in the financial services sector.  As a candidate, Trump ran on a platform of reforming the Affordable Care Act and Dodd-Frank.  This is consistent with Republican policy in both the US House of Representatives and the US Senate. …