Paul Horne, GIC Board Member and Active Independent International Market Economist, penned a letter in Financial Times in response to a recent Market Insights column, “A painful era of ‘spend but don’t tax’ faces investors.”
A recent Op-ed in in Financial Times, Stop berating central banks and let them tackle inflation, was discussed amongst Fellows and Advisory Board members of the College of Central Bankers. We are pleased to share the thoughts below for your review and sincerely invite your comments.
William Kennedy, CFA, GIC Chair and CEO, Chief Investment Officer, RiskBridge Advisors, LLC, penned a recap of Week 1 of Camp Kotok, taking place August 3-8, 2022 at Leen's Lodge in Grand Lake Stream, ME. Originally published by RiskBridge Advisors' RiskReport.
On May 19, we hosted our Signature Event: Long Covid: Research, Policy, and Economic Impact. An outstanding array of thought-leaders, researchers, and practitioners explored critical insights into defining, diagnosing, and optimizing treatments and healthcare policies for Long Covid and post-infection diseases based on analyses of their impact on the U.S. and global labor markets.
David Kotok and Cumberland Advisors published an 80-page study pamphlet on yield curve control and its effects on global interest rates and recapped it in a recent Cumberland Advisors Commentary.
Following a recent College of Central Bankers Executive Briefing on Workforce Development, Danny Blanchflower joined two GIC Board Members in a discussion on the structural aspect of inflation today.
GIC Board Member, J. Paul Horne, an Independent International Market Economist, wrote about France’s 2022 elections and the current political-economic-fiscal situation.
William Poole, Former President of the Federal Reserve Bank of St. Louis and CCB Fellow, shares his outlook on Fed policy and Chair Powell.
Difficult times require good information and good judgments. Specifically the war in Ukraine. GIC College of Central Bankers Chair, and GIC Vice Chair, Peter A. Gold, Esq., asked the College of Central Bankers Fellows and CCB Advisory Board Members to comment on how the recent economic sanctions may impact Russia’s economy.
GIC Advisory Council Member, Philippa Dunne, and Doug Henwood recap GIC's Executive Briefing on medical research as a part of The Global Interdependence Center – Solve Long Covid Initiative Program Series, held on January 6, 2022.
Chair of the College of Central Bankers, Peter Gold, invited leaders among GIC to offer their commentary on China's economy in 2022. Respondents include David Kotok, J. Paul Horne, Leland Miller, and Kathleen Stephansen.
GIC College of Central Banker, Roger W. Ferguson, Jr., former Vice Chairman of the Board of Governors of the U.S. Federal Reserve System, provided his thoughts on the fragility, interconnectedness, creativity and perseverance that defined the past year and will help determine our return to “normalcy” as we look ahead.
In April, 2020 GIC College of Central Bankers Advisory Board Member, Jeremy Siegel predicted inflation of 3 to 4%. He later updated his prediction to higher inflation rates and lasting for several years. We congratulate Jeremy for this accurate prediction and are pleased to share his 2020 writings below, and invite you to read Bloomberg’s recent article, where Dr. Siegel discusses consumer spending.
