The U.S., buoyed by low oil prices and a soaring stock market, appears to have resumed its traditional role as a catalyst for the global economy. As Japan, the euro zone, oil exporters and BRIC countries all struggle, the U.S. is poised for further growth. The positive signs include lower household debt, a recovering house market, low oil prices and increased business investment. Nevertheless, there are reasons for concern. Many point out that the shale oil boom has reduced U.S. dependence on oil imports, limiting the stimulus that typically results from low prices. And the stronger dollar is a problem for U.S. exporters and companies that must convert foreign earnings into U.S. currency. Other questions arise. Are bond markets underestimating the timing and speed of Fed interest rate hikes? Might equity valuations be harmed by higher interest rates? Join this panel for a discussion of these questions and more.

Moderator: Ross DeVol
Speakers: John Danhakl, William Kahane, Sarah Quinlan, Gene Sperling