Posts filed under “Think Tank”

Category: Think Tank

Fed: “Monetary Policy and the Output Gap”

Category: Think Tank

Modeling Inflation Volatility

Category: Think Tank

Draghi? Draghi. Draghi!

Draghi? Draghi. Draghi! David R. Kotok January 3, 2015     A German newspaper reports Mario Draghi’s denial of interest in Italian politics as a major story, which then makes its way to the financial news in the US.  Really? First, it is appropriate for the president of the European Central Bank to say that…Read More

Category: Federal Reserve, Think Tank

Music Industry Predictions

Predictions 1. The major labels will only get stronger. We live in an a money economy and the only ones willing to invest in artists are the labels. Furthermore, they’ve got the relationships at radio, which are key to developing acts. The players want cash, the major labels have it, no one else will get…Read More

Category: Music, Think Tank

Kass’ 15 Surprises for 2015

15 Surprises for 2015 John Mauldin December 31, 2014     It’s that time of year when people start thinking about New Year’s resolutions and investment planning for the future. It’s also the time of year when analysts feel more or less compelled to offer up forecasts. My friend Doug Kass turns the forecasting process…Read More

Category: Think Tank

Although U.S. investors continue to tap foreign financial markets for “safe” assets, we show that the type of foreign financial debt that fills this portfolio niche post-crisis is quite different than pre-crisis. Post-crisis, we find that U.S. investors have replaced offshore-issued structured securities with high-grade U.S. dollar-denominated financial debt issued from a small group of…Read More

Category: Federal Reserve, Think Tank

Financial Stability and Central Bank Governance

Category: Bailouts, Federal Reserve, Think Tank

Oil, Europe, good and bad & Spain

Oil, Europe, good and bad & Spain David R. Kotok December 29, 2014     Less than two months ago, Oxford Economics modeled sensitivity to the oil price by conducting simulations on 47 countries. Their baseline then was an “$84 Brent crude price average in 2015… gradually recovering to $106 in 2019.” Their updated work has tested…Read More

Category: Energy, Investing, Think Tank

Work Experience of the Population

Category: Employment, Think Tank