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EVENTS / APPEARANCES
Conference Call Slides: Race Between U.S. Upswing and European Downswing - 5-10-2013 Conference Call with David Malpass
Friday, May 10 at 10am EDT
Can U.S. accelerate? Animal spirits versus drag from health care and the Fed
How far can the upswing in credit take us?
Is it too late to stop the euro’s collapse?
Gold, commodities and inflation outlook; is it a super-cycle toward stronger dollar?
Market implications – can emerging markets na
Conference Call Slide: Growth and Budget Deficits - 4-11-2013 Topics of discussion:
Moderate U.S. growth versus recessions in Europe and Japan
How fast will U.S. fiscal deficit shrink? Is surplus possible?
Is U.S. fiscal consolidation a drag on GDP?
Will U.S. reform the tax code? Or just talk about it?
Any bottom to Europe’s fiscal deterioration?
Will Germany allow bigger deficit targets? Can countries fund them?
Conference Call Slides: Currencies and Earnings - 2-14-2013 Weak Q4 data from Europe and Japan
Currency outlook: why the euro will weaken
Why currencies are a bigger factor in investment returns
QE’s impact on currencies globally
Japan’s yen play – will it work?
Global upside and downside possibilities
Conference Call Slides: Where Will Global QE Lead? - 1-10-2013 Topic: Where Will Global QE Lead?
Conference Call with David Malpass
Thursday, January 10 at 10am EST
Topics of discussion:
QE data for ECB, BOJ, BOE and Fed
How and when might Fed wind down its QE? Fed minutes a red herring
Monetary stimulus being limited by credit and regulatory policies. Are they loosening?
Europe beyond Laffer curve: tax receipts we
Conference Call Slides: Global Policy Issues from 2013 - 12-20-2012 Conference Call with David Malpass Thursday, December 20 at 10:30am EST Topics of discussion: Evaluating U.S. year-end fiscal deals – the harder the can-kick the better; Will Japan’s political and monetary changes matter? Weak Greek deal; banking union distant; Italian governance; French recession; How long can Europe hold together as ECB covers worsening ca
Conference Call Slides: September Crunch Points - 8-23-2012 (clients) Topic: September Crunch Points
Topics of discussion:
Fed can’t stimulate; no money multiplier
Year-end U.S. fiscal crisis getting worse; election dynamics
Germany and periphery too far apart, leaving few reforms and deeper recessions
Growing Middle East risk; positive surprises possible from China
Conference Call: Assessing the Tail Risk - 6-5-2012 (Client) U.S. growth outlook
Comparing tail risks in 2013, is V-shaped acceleration more likely than recession?
Ranking the growth barriers Europe, fiscal cliff, small business drag, Feds distortions, Chinas slowdown
Housing will recover, but how much can it add?
Conference Call: What If Europe Gets Even Worse? - 4-24-2012 (Client) Conference call with David Malpass April 24, 11am EDT Why did Europe’s outlook turn down so fast? Key variables for further deterioration: election problems; ECB and Bundesbank strains re collateral and target 2 Impact on financial markets and rest of world Why U.S. can’t decouple Recovery options? Structural reforms?
Conference Call Slides: Credit Boom - How Big, How Long - 3-14-2012 (Client) Topics of discussion: How Europe, the U.S. and China are loosening credit The difference between credit policy and monetary policy Fed’s QE is harmful, whether sterilized or not; credit policy relaxation is huge How artificial is the economic growth from leverage and government debt? Market impact – looking beyond 2012
Conference Call Slides: U.S. Growth Prospects; Europe Topics of discussion: U.S. growth outlook Comparing tail risks in 2013, is V-shaped acceleration more likely than recession? Ranking the growth barriers Europe, fiscal cliff, small business drag, Feds distortions, Chinas slowdown Housing will recover, but how much can it add?