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Corporate Sector Debt in Peripheral Europe Another Big Concern Corporate sector finances in Europe have not gotten the same attention as sovereign or bank balance sheets as the euro crisis has evolved. Yet addressing debt levels among Eurozone (EZ) corporates represents another hurdle the EZ must cross before returning to economic health. The hurdles are […]

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Debt Limit, The Fed, Interest Rates

January 01, 1970

David R. Kotok, chairman and chief investment officer of Cumberland Advisors and GIC vice chair of the central banking series, provided the following analysis: Debt Limit, The Fed, Interest Rates October 2, 2013, Day 2 of the government shutdown. “Today’s shutdown is the culmination of over two years of political turmoil in the wake of […]

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Perspectives: Choppy Atlantic Waters Ahead?

September 30, 2013

Originally published at http://www.europeaninstitute.org/EA-September-2013/perspectives-choppy-atlantic-waters-ahead.html. Reposted with permission of the author. THE EUROPEAN INSTITUTE European Affairs Perspectives: Choppy Atlantic Waters Ahead? [1] By J. Paul Horne Following Germany’s federal election on Sunday, September 22, there may be a growing risk of another chapter in the Euro crisis saga that began in late 2009. Causes could be […]

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Weckesser Provides Additional Commentary on China

June 03, 2013

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 […]

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Weckesser Comments on China

May 10, 2013

Timothy 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 […]

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