I was on CNN Radio last week discussing my outlook on the markets, the economy and several other macro factors. Points I hit on:
- Why market risks are elevated.
- Why oil is becoming an increasing concern.
- Why I don’t see a recession in 2012.
- What is MMT and why I disagree with their Job Guarantee policy proposal.
- Will Europe pull the USA into a recession?
- Why a default and defection in Europe remains a huge global risk.
Listen to the full interview here.