In my second interview with the Chief Economist at Strategas Research Partners we explore the probabilities of multiple economic Ws, the importance of monitoring interest rate sensitive industries, capex for signs of economic stability, and the multiplier effect of the monetary and fiscal stimulus, and the need for global coordination of economic stimuli. 
In his first Beyond the Sound Bite interview last April, the Chief Investment Strategist for Ned Davis Research accurately portrayed the markets with his maximum underweight in equities and other insightful comments. In this interview, we get an updated perspective from Tim, which is considerably more optimistic than last spring. 
Today's Planet Money interview discussed two factors related to the Japanese economy: the effect felt from the US Senate's rejection of the auto bailout and currency issues.
I was able to catch the the President of the Information Technology and Innovation Foundation (www.itif.org) between his meetings with the Obama transition team for a most informative discussion that included his views on the importance of productivity enhancing public policy, the intricate blend of old fashioned consumer demand, industrial style infrastructure spending, and technological tax policy, and the key role innovation economics can play in producing sustainable growth for the US economy.
My interview with the Chief Market Technical Analyst for Miller + Tabak includes the conditions necessary for a successful stock market bottom, the positive secular story for commodities (especially agriculture), attractive market action in water related companies, and a dismal longer term outlook for financials and info tech and telecom.
My conversation with Standard and Poors' Equity Research Chief Investment Strategist includes how stocks tend to perform when one party controls government, fourth quarter of an election year stock performance, first year of a new administration and stock performance, and the earnings estimate split between bottom up analyst forecasts versus top down driven estimates.Today's National Public Radio interview touched on the Fed's rate cut, the stock market's reaction, and reasons why stocks are likely headed higher over the near term.My latest National Public Radio interview (conducted Friday, October 24) included the investor migration from credit crisis to economic crisis, circuit breakers, and the implications on stocks due to mutual fund redemptions and lines of credit.
The folks over at National Public Radio noticed my blog posting of yesterday re the credit markets, Treasury yields, LIBOR, and the TED spread and conducted an interview with me on the topics.
Sandwiched between the political conventions and the debates (President and Vice President) are key congressional and economic issues that will likely have a significant impact on the markets in the ever volatile month of September. Notably the Frank/Dodd hearings, the CFTC energy speculation report, an FOMC meeting, the ban on offshore drilling ends, and a major debt rollover for Freddie and Fannie. 
With the US economy tettering on the edge of a second down leg and much of the global economy poised to join, economic forecasts range from the plain bad to the outright terrible.
