Andrew B Busch world financial markets

Andrew Busch, world financial markets
Andrew Busch, world financial markets

Andrew B Busch world financial markets, Economy, Political, Finance, Agriculture, Media

Travels From: Chicago, Illinois
Fee Range: $15,000 USD
in Chicago: 12,000 USD

 

BIOGRAPHY -Andrew B Busch world Financial Markets

Andrew B Busch,  world financial markets. was the first Chief Market Intelligence Officer (CMIO) for the U.S. government at the Commodity Futures Trading Commission (CFTC). As CMIO, Andrew B Busch was charged with improving and enhancing the government’s understanding of the markets. Andy provided briefings to White House, US House and US Senate staffers on a wide range of issues including: extreme market volatility, China’s influence on the global commodity markets and the impact of Fintech & virtual currencies on market dynamics.

Mr. Andrew B Busch created and directed a new research group, Market Intelligence Branch (MIB), for the agency. As CMIO, his job was to provide objective research on the financial markets to the CFTC, SEC, US Treasury and Federal Reserve. Energy, agriculture, interest rates and technology (Bitcoin, blockchain, AI) were some of the areas of research covered by the team.

In his role as CMIO, he was CFTC Chairman’s liaison to the private sector and met with a wide range of market participants including proprietary trading groups, futures and swaps exchanges and Fintech startups/investors.

Andrew B Busch led the formation and execution of new channels to attain market research and knowledge as well as distribute this information directly to educate the public and agency. Andy created the first podcast for the agency, “CFTC Talks”, to gain access to a wide range of market participants, top researchers and members from the US and UK governments. Guests included: Nobel economics prize winner Robert Shiller, Dallas Federal Reserve President Rob Kaplan and UK Financial Conduct Authority (FCA) Nick Cook. The program was the most successful in the history of the U.S. government with over 75k downloads in over 90 countries.

Prior to joining the CFTC, Mr. Busch was CEO and founder of a boutique financial markets and policy research firm, Bering Productions, Inc (BPI). Before BPI, he was the Global Currency and Public Policy Strategist for Bank of Montreal (BMO) in Chicago.

Speaking Topics: – Andrew B Busch world financial markets

Economic Stars: big themes pulling business, economics and politics

Andrew B Busch: The business and economic worlds are complex: wouldn’t it be great if you had a simple structure to frame and understand both? Keeping things in perspective requires an ability to know what’s important and when for the US economy, US politics and technology. Andy gives you what you need: a way to look at these and understand their influence and pull. Using the Sun (Fed), the Earth (US domestic policy) and the Moon (tech), Andy gives your audience the universe impacting business, economics and politics in a way everyone can understand.

A simple way to understand the chaos of DC, the economy and the markets

Below is a great way for your clients to read how I frame the complexity in the world to make it simple for everyone to understand and share.

Source NASA
Source NASA

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

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 confidence towards the future. While simple heuristics or rules-of-thumb don’t always provide the knowledge we seek, they can provide a path to understand how disparate forces work and how to gauge their impact.

Stop for a moment and remember the last time you knocked over a cup of coffee on the kitchen counter. See the image. What’s at work here? The weight of the glass, the contents and the mess you have to clean up? Take it a bit further, what is the force applied? Gravity.

How does gravity play a role in the global economy and markets? Think gravitational pull: the larger the mass of an object, the stronger the force. For our purposes, the objects we want to focus upon are called market narratives. We’re going to define market narrative using Nobel prize-winner in economics Dr. Robert Shiller’s definition of narrative economics: the study of the spread and dynamics of popular narratives, the stories, particularly those of human interest and emotion, and how these change through time, to understand economic fluctuations.[1]

Here are my top three market narratives: Federal Reserve policy, US domestic policy, and technology. Now, let’s put them in a framework based on their gravitational pull by choosing planets that best represent their size and force.

Fed policy = the Sun

US domestic policy = the Earth

Technology = the Moon

Three different planets, three different masses, three different gravitational forces acting upon the economy and markets. At times, each body’s pull or market narrative can exert strong influence on market movements and economic outcomes.

Here’s how this relates to geopolitics. The Federal Reserve’s monetary policy, interest rates and quantitative tightening, radiate out beyond the United States to impact the emerging markets of India and Thailand. US domestic policies, like tariffs and sanctions, exert force to impact Iran or China or Mexico or Canada. Technology through cyber security breaches, like Huawei and US elections, creates waves upon countries and companies.

If the planets align with the forces are all pulling in the same narrative direction, the conditions are excellent for a strong and powerful reaction in the markets. For example at the end of December, the Sun (i.e. Fed) was telling the markets it was confident in the US economy, it was confident to raise rates, and it was confident to continue quantitative tightening. At the same time, the Earth (i.e. US domestic policy) was about to raise tariffs on China to 25% and the US government was shutting down. At the same time, the Moon (i.e. technology) had created market structure changes that were pro-cyclical (HFT/algo/AI). All three aligned and all three pulled the market narrative into a negative theme, which created the worst December in the history of the US stock market.

However, there are times when each of our planets can exert force and pull the market narrative in different directions. For example in January, there was a strong Fed positive pull on the market narrative with the US central bank policy shift from raising interest rates to staying on hold. This shift dominated all other narratives in January and most the US domestic narratives in March. The positive Fed narrative or theme overwhelmed the negative US domestic narratives from the no US-China trade agreement to the weakening of US economic statistics to the anticipation of the Mueller Report release.

Over the next few weeks, I’m going to create research/blogs covering all three of these topics to provide context on how to view each market narrative and it’s potential to impact the global economy and markets. For now, frame these as the Sun/Fed, the Earth/US domestic policy, and the Moon/technology. We’ll see how well Isaac Newton’s theory and our cup of coffee can inform and educate us about the global economy, the markets, and geopolitics.[2]

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[1] https://cowles.yale.edu/sites/default/files/files/pub/d20/d2069.pdf 

[2] https://en.wikipedia.org/wiki/Isaac_Newton 

Good News: hope for 2019!

Andrew B Busch world financial markets

Format: 45-60 minute keynote with Q&A

This program is perfect for:

• Senior management struggling with economic uncertainty
• Business leaders looking for future growth and economic opportunities
• Managers trying to connect their work to bigger picture of the global economy, economy and technology.

The audience will leave with:

• Outlook for US economy, world economy (Brexit!) and Federal Reserve Policy
• Outlook for US domestic policy like trade and tax
• Outlook for disruptive technology like blockchain, AI and crypto currencies

In this time of economic, political and market turbulence, there is good news underneath the chaos. As the former CMIO for the US government, Andy sees potential for good economic outcomes and solutions coming from the turmoil. By using a combination of humor, anecdotes and stories, he helps audiences understand the political economy and what changes will mean for businesses, jobs and lifestyles. As a journalist, an author and researcher, Andy does a deep dive on research to bring you an objective view into this world.

Market Volatility: impact on business, economy and policy

Andrew B Busch world financial markets

Format: 45-60 minute keynote with Q&A

This program is perfect for:

• Senior management struggling with economic uncertainty
• Business leaders looking for future growth and economic opportunities
• Managers trying to connect their work to bigger picture of the global economy, economy and technology.
• Audiences trying to understand market chaos, political uncertainty and the impact on their jobs

The audience will leave with:

• Leaders will understand how the Federal Reserve and US Treasury combining to create volatility with the cost of money
• Management will learn how US trade, tariffs and sanctions impact their business
• Audiences will see how technology can eclipse all other factors at key moments

Drawing from his experience as the US government’s first Chief Market Intelligence Officer (CMIO), Andrew Busch deciphers the current U.S., global and political economic landscape, explaining the key challenges facing the world today. For audiences, he answers the critical questions: why are the markets volatile and how will this impact us? As CMIO, he created objective research on the financial markets to the CFTC, SEC, US Treasury and Federal Reserve. As an authority on the markets, he provides policy insights for what works, what doesn’t and what to expect in the future.

Power Public Persuasion: how to connect, convince and make audiences remember

Format: 45-minute keynote with 1-hour breakout

This program is perfect for:

• Leadership presenting and communicating to internal and external audiences/clients/Congressional committees
• Lawyers appearing before judges and juries
• Staff struggling to create memorable presentations for clients

The audience will leave with:

• Concrete steps to improve appearance and content before any audience including shareholders, conferences, media, judges, juries and staff
• A method to create trust in a trustless environment to create memorable content
• A full range of communication techniques to enhance knowledge distribution and achieve client connection

This is a seminar on public persuasion I created for senior leadership at the CFTC, a US government agency. It was presented to every major division in the agency, as well as the SEC and the US Treasury. I did this to enhance the skills sets of senior management and staff to communicate both internally and externally. Lawyers, economists, analysts and staff all attended.

Market Volatility: impact on farm business, economy and policy

Format: 45-60 minute keynote with Q&A

This program is perfect for:

• Senior Ag management struggling with economic uncertainty
• Business Ag leaders looking for future growth and economic opportunities
• Ag Managers trying to connect their work to bigger picture of the global economy, economy and technology
• Audiences trying to understand market chaos, political uncertainty and the impact on the agriculture sector

The audience will leave with:

• Leaders will understand how the Federal Reserve and US Treasury combine to create volatility with the cost of money
• Management will learn how US trade, tariffs and sanctions impact their business
• Audiences will see how technology can eclipse all other factors at key moments

Drawing from his experience as the US government’s first Chief Market Intelligence Officer (CMIO), Andrew Busch deciphers the current U.S., global and political economic landscape, explaining the key challenges facing the agriculture world today. For audiences, he answers the critical questions: why are the Ag markets volatile, how will this impact farmers and when will it end? As CMIO, he created objective research on the financial markets to the CFTC, SEC, US Treasury and Federal Reserve. As an authority on the markets, he provides policy insights for what works, what doesn’t and what to expect in the future.

Fintech Hype or Heaven: the future of blockchain, ICOs, & cryptos –  world financial markets

Format: 45-60-minute keynote with Q&A

This program is perfect for:

• Senior management
• Business leaders struggling with rapid technological change
• Managers looking to understand blockchain, crypto currencies and regulation

The audience will leave with:
• Senior management will understand the origins of blockchain and bitcoin
• Business leaders will understand the promise and pitfalls of the new technology
• Managers will gain understanding of blockchain use cases

From the 1st US federal agency to approve a Bitcoin futures contract, CFTC’s Chief Market Intelligence Officer Andy Busch provides advice and insights to help audiences understand this rapidly changing world. He discusses how companies are leveraging blockchain to create new platforms for business and achieve efficiencies for survival. Explore the Cambrian explosion of new companies and ideas with an expert that researched and explained Bitcoin & Fintech structure issues to the US government and the public.

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Andrew B Busch world-financial-markets

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