GIC Economic Outlook: First Thoughts on the Coming Decade

Register today! The Global Interdependence Center is returning to Chicago, IL for a conference with the Federal Reserve Bank of Chicago. Join us on Monday, June 24, 2019 to discuss topics such as monetary policy, trade, manufacturing, productivity and labor force issues and to hear a keynote address on globalization by Catherine L. Mann, Ph.D., Global Chief Economist, Citi.

Agenda

10:00 – 10:30 a.m. | Registration/Coffee

10:30 a.m. | Welcome and Opening Remarks

• Don Rissmiller, Chief Economist, Strategas Research and GIC Chairman

10:30 a.m. – 12:00 p.m. | Session I: Global Macro Outlook: Financial Markets and Housing

• David Berson, Senior Vice President and Chief Economist for Nationwide Mutual
• Laura Speake, Regional Economist, Energy & Transportation, Caterpillar Inc.
• Jim Bianco, President and Macro Strategist, Bianco Research, LLC 
• Moderator: Michael Drury, Chief Economist, McVean Trading & Investments and GIC Chair Emeritus

12:00 p.m. | Luncheon Keynote: For Better or Worse, Has Globalization Peaked?
By many metrics, global integration has peaked. Is this a natural evolution– e.g. Is there a maximum desired share of foreign products in the consumption basket or maximum fragmentation of production into global value chains that can be achieved? Is this a beneficial outcome– e.g. Global integration has gone too far anyway, especially financial globalization. Considering these issues, the question really is– If globalization has peaked, is this to be welcomed or countered?

• Catherine L. Mann, Ph.D., Global Chief Economist, Citi

1:30 – 3:00 p.m. | Session II: Manufacturing & Productivity and the US Labor Force

• William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
• Kevin Kliesen, Business Economist and Research Officer, Federal Reserve Bank of St. Louis
• Leslie McGranahan, Vice President and Director of Regional Research, Federal Reserve Bank of Chicago
• Jeff Korzenik, Chief Investment Strategist, Fifth Third Bank
• Moderator: Kathleen Stephansen, Independent Trustee to the AXA-Equitable Mutual Funds, Senior Economic Advisor to the Boston Consulting Group Henderson Institute Center for Macroeconomics and GIC Vice Chair of Programs

3:00 – 4:15 p.m. | Session III: State of the State’s Fiscal Challenges

• Philippa Dunne, Editor, The Liscio Report
• John Mousseau, President, Chief Executive Officer & Director of Fixed Income, Cumberland Advisors
• Rick Mattoon, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
• Moderator: Steve Sexauer, CIO, San Diego County Employees Retirement Association

4:15 p.m. | Concluding Remarks

• Don Rissmiller, Chief Economist, Strategas Research and GIC Chairman