Analysts and investors cheered when the US economy grew 5% in 3Q14. Finally, it seemed, the pace of economic growth had hit “escape velocity” – a level at which the macro level of economic growth no longer required fiscal or monetary stimulus. But with a headline number of 2.2% in 2Q14, overall GDP growth quickly returned to its previous slower levels. And since the first of the year several economic numbers have been disappointing. While no one is arguing a recession is on the way, there is just enough negativity in the numbers to ra
