Research

Leave a comment Trade War Risk Extends to 2020 Leave a comment

Trade War Risk Extends to 2020

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Trade War Risk Extends to 2020 “In light of the implications of global developments for the economic outlook as well as muted inflation pressures, the Committee decided to lower the target range for the federal funds

Leave a comment What Trump and the Fed Fear: Negative US GDP Leave a comment

What Trump and the Fed Fear: Negative US GDP

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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

Leave a comment 2020 Democrat Candidates: 3 big risks Leave a comment

2020 Democrat Candidates: 3 big risks

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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?

Leave a comment 053 Mickey Levy Berenberg Capital: Economic outlook 4 Europe, China and US Leave a comment
Leave a comment EP052 KEN KUTTNER FED POLICY, QE, INTEREST RATES Leave a comment

EP052 KEN KUTTNER FED POLICY, QE, INTEREST RATES

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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

Leave a comment Fed Pause: fear of the next recession Leave a comment

Fed Pause: fear of the next recession

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"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

Comment Using Gravity to Frame Uncertainty in the Global Economy, the Markets and Geopolitics Comment
Leave a comment Chicago Mayoral Race: job and growth plans by Lightfoot and Preckwinkle Leave a comment
Leave a comment EP051 FLASHCAST ANDREW BUSCH: FED, TRADE AND TECH Leave a comment

EP051 FLASHCAST ANDREW BUSCH: FED, TRADE AND TECH

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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

Leave a comment EP050 Vident Economist Jerry Bowyer: markets, politics and investing Leave a comment