Timothy Weckesser, Ph.D., GIC board member, provided the following analysis on China: An historic meeting between Chinese President Xi Jinping and Barack Obama is scheduled this week at a private estate in California. This is quite a change from previous meetings between US and China heads of state. Where all previous meetings have been surrounded [...]
Read moreTimothy Weckesser, Ph.D., GIC board member, provided the following analysis on China: Mr. Gu just returned home from Beijing on May 2nd after a two-week business trip on behalf of clients. The highlight of the trip was that, although the new Xi Jinping and Li Keqiang government is only two months young, one can already [...]
Read moreJason Trennert of Strategas and John Silvia of Wells Fargo discuss the economic outlook.
Read morePresident Eric Rosengren of the Federal Reserve Bank of Boston speaks, with responses by Catherine Mann of Brandeis University and Carlo Favero of Bocconi University.
Read moreDan Bucsa of UniCredit, George Tsetsekos of Drexel, and Kozo Koide of DIAM discuss regional topics.
Read moreAfter Michael Drury of McVean Trading & Investments welcomes guests to Milan, President Charles Plosser of the Federal Reserve Bank of Philadelphia speaks, and David Kotok of Cumberland Advisors and John Silvia of Wells Fargo respond (moderated by Manus Cranny of Bloomberg).
Read moreDavid Kotok, vice chairman of GIC’s central banking series, talks about the “old rules” and “new rules” of the market on Bloomberg. Click the links below to view these videos via the Bloomberg TV website. Kotok Sees Entry Point in Stocks on Losses Old Rules Don’t Apply with Fed Moves: Kotok
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