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Low Short-Term Rates for a Long Time?

November 4, 2015
David R. Kotok
David R. Kotok

We are likely to have worldwide near-zero short-term interest rates for at least another two years, maybe three or four. The implications for stocks, bonds, and currency exchange rates are huge.

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Does the Sun Still Shine on Spain?

October 6, 2015
Bill Witherell
Bill Witherell

In its recovery over the past three years, the Spanish economy has outperformed the economies of all its Eurozone partners except Ireland. But clouds have gathered with the fears over Catalonia separatist politics and over the outcome of the general election expected to take place in December, and there have been some recent adverse economic indicators as well.

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New York State of Mind

September 23, 2015
Jill Fornito
Jill Fornito

GIC is headed to New York on September 29 for “Munis: Chicago, Detroit, Puerto Rico and More.” In this week’s blog, our director of operations, Jill Fornito, takes some time to share what she loves about the city. If it inspires you, we hope you will join us there. Register today. While I am admittedly the […]

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Angels Manning Heaven’s Trading Floors

September 15, 2015
Danielle DiMartino Booth
Danielle DiMartino Booth

This month, we honor the lives lost on September 11, 2001 by sharing the experience of GIC member Danielle DiMartino Booth.

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A Nuanced Tone

September 4, 2015
Michael Drury
Michael Drury

Last week, many Fed officials gathered at the Kansas City Fed’s Jackson Hole Symposium to give their take on the need to make or delay the initial rate hike. Vice Chairman Stanley Fisher carried the Fed’s central message – it is still too early to decide about a September hike. Before he spoke, several speakers […]

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The Economic Outlook at Home

August 27, 2015
David R. Kotok
David R. Kotok

Our best outlook through this murky fish tank is that we are growing slowly in the US and gradually improving. We see 2.5 to 3 million new, nonfarm payroll jobs a year at an annual rate. We do not see robust and rising wage pressure or strong inflationary forces. We do have extremely low interest […]

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The “Maine” Event

August 24, 2015
Jill Fornito
Jill Fornito

GIC Director of Operations Jill Fornito talks about her recent trip to Maine and Camp Kotok.

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The Yuan Devaluation: Unexpected but Economically Sensible

August 18, 2015
Bill Witherell
Bill Witherell

Bill Witherell of Cumberland Advisors discusses the devaluation of the Yuan.

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An Unsettling Equilibrium

August 6, 2015
Michael Drury
Michael Drury

GIC Chairman Michael Drury takes a look at the global economy today.

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Puerto Rico Defaults – Our New Muni Book

August 4, 2015
David R. Kotok
David R. Kotok

GIC Board Member David Kotok talks about Puerto Rico's default and his new book, Adventures in Muniland, in advance of his book signing with GIC on August 20 in Philadelphia.

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Staying with Japan Equities

July 28, 2015
Bill Witherell
Bill Witherell

Bill Witherell of Cumberland Advisors talks about investing in Japan.

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“Over the Pass”

July 23, 2015
Jill Fornito
Jill Fornito

Jill Fornito provides a follow up to her previous blog on Jackson Hole, WY.

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