It's another great FarrCast! Michael welcomes Jim Iuorio from Chicago Mercantile Exchange to talk markets. Are the markets worried about trade? Maybe a little-- but the big story is interest rates. Does the economy have enough momentum to thrive in the rising rate environment?
DC is the gift that keeps giving and Dan Mahaffee is back to guide us through the dysfunction. The House fails to pass a Farm Bill; this could be harbinger of things to come. And could have economic ramifications. Dan and Michael go through some of the names they are watching in the spring -- and ones you should too.
John Kehoe joins Michael to talk trade, China, and N. Korea. It's a trade cease-fire this week. John goes into the deep structural issues that exist in Sino-American relations that are being glazed over. Political issues have real economic impacts beyond daily noise. But John sees the Fed as the biggest issue facing the economy.
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