Views from the Members

Lawrence H. Summers: A badly designed US stimulus will only hurt the working class

Column by Lawrence H. Summers, Charles W. Eliot University professor at Harvard and a former U.S. Treasury Secretary.

Lawrence H. Summers: The global economy has entered unexplored, dangerous territory

Column by Lawrence H. Summers, Charles W. Eliot University professor at Harvard and a former U.S. Treasury Secretary.

George Soros: The Promise of Regrexit

Commentary by George Soros, Chairman of Soros Fund Management and the Open Society Foundations.

Lawrence H. Summers: Voters deserve responsible nationalism not reflex globalism

Column by Lawrence H. Summers, Charles W. Eliot University professor at Harvard and a former U.S. Treasury Secretary.

Bill Rhodes: Beijing must learn from other financial crises – and act fast

Commentary by Bill Rhodes, former senior Vice-Chairman at Citigroup, on how Beijing must learn from
other financial crises –and act fast.

Emerging Leaders' Perspectives on Emerging Markets by Yael Selfin

Don’t write off half of the world economy
Opportunities in emerging markets

Author: Yael Selfin, Head of Macroeconomics, KPMG

Emerging markets appear to be less in vogue than they once were. The end of the commodities super cycle, a turn in US monetary policy, and a challenging economic transition in China, have all conjured doubts about the prospects for emerging economies.

Faith was particularly dented in those countries that committed one of the four ‘sins’:
• large current account deficit
• high level of dollar denominated debt

Emerging Leaders' Perspectives on Emerging Markets by Collins Roth

Author: D Collins Roth, Managing Director, MPC Capital

Emerging market investing continues to be chameleonic. The MSCI EM index is a cautionary tale (down 23% since its 2015 peak) and an encouraging story (up 22% this year). The IMF sees emerging markets continuing to contribute 70% of global growth, but worries about the effect of slowing Chinese growth across those same markets. The paths of the BRIC economies have shown that any such grouping oversimplifies acute differences.

Emerging Leaders' Perspectives on Emerging Markets by Ali Janoudi

Author: Ali Janoudi, Group Managing Director & Group Head Middle East and North Africa, UBS Switzerland AG

Most emerging markets were caught between a rock and hard place in recent years. Global factors such as the drop in commodity prices, tighter lending conditions, overvalued exchange rates and stagnant global trade caused some of the misery. Equally important, however, are domestic factors like the reliance on credit-driven growth, insufficiently diversified economies, and a low willingness for reforms.

Remarks By Paul A. Volcker at the Bretton Woods Committee Annual Meeting 2014

REMARKS BY PAUL A. VOLCKER AT THE ANNUAL MEETING OF THE BRETTON WOODS COMMITTEE
WASHINGTON, DC – MAY 21, 2014

A NEW BRETTON WOODS???

Weeks ago, Dick Debs overcame my reluctance to participate in still another public meeting. And once that commitment was made, the inevitable question followed: “Paul, we need a title for your remarks”.

Well, what could I say that could be new or provocative amid all the conversations about the markets, financial reforms in all their variety, or even the Volcker Rule itself?

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