PCBE Speaker's Notes

PCBE Speaker's Notes
04/04/24 "The Outlook for Fiscal Policy in the U.S."
Douglas Holtz-Eakin
President
American Action Forum

03/06/24 "US Confidence Measures – What Are They Saying?"
Dana M. Peterson
Chief Economist and Leader, Economy, Strategy & Finance Center
The Conference Board

02/08/24 "Everything in Moderation? 2024 Leisure Credit Outlook"
Jody K. Lurie
Senior Credit Analyst
Bloomberg Intelligence

01/11/24 "2024 Macro Outlook"
Phil Mackintosh
Chief Economist and a Senior Vice President
Nasdaq

11/02/23 "Treasury Market Outlook With Fed, Supply, and Buybacks"
Ira Jersey
Chief U.S. Interest Rate Strategist
Bloomberg Intelligence

10/05/23 "AI and Investment Needed to Stem the US Brain Drain"
Michael Donnelly
Chief Economist
IBM

09/15/23 "What type of landing is in store - hard, soft or no landing?"
Kathy Bostjancic
Senior Vice President and Chief Economist
Nationwide Mutual

06/23/23 "Economic Outlook"
Mark Zandi
Chief Economist
Moody's Analytics

04/06/23 "Confluence of Conflicting Economic Factors Continues"
John Silvia
Chief Economist
Dynamic Economic Strategy

02/02/23 "2023 Bond Market and Economic Outlook"
Tom Tzitzouris
Head of Fixed Income Research
Strategas Research

01/12/23 "What Sets This Economic Cycle Apart"
Lauren Goodwin
Portfolio Strategist, New York Life Investments

12/01/22 "The 2022 Midterm Elections and Their Impact on Your Portfolio"
Nathan Dean
Senior Policy Analyst, Bloomberg Intelligence

11/03/22 "Outlook for Business Spending on Enterprise Technology"
Mark Killion, CFA
Director of US Industries, Oxford Economics

10/06/22 "The Bear and Bull Dilemma"
Jason D. Pride, CFA
Chief Investment Officer – Private Wealth, Glenmede

09/21/22 "What have you done for me lately?: The Fed and the economy"
Alan Blinder
Professor of Economics
Princeton University

09/08/22 "Tightening via the Financial Conditions Channel"
George Goncalves, Head of U.S. Macro Strategy
MUFG Securities Americas

06/02/22 "An Update on the Economy and Monetary Policy"
Loretta J. Mester
President and Chief Executive Officer
Federal Reserve Bank of Cleveland

05/05/22 "Economic Outlook: Into Or Around The Storm?"
Lara Rhame
Chief U.S. Economist
FS Investments

04/07/22 "Shifting Headwinds – Inflation and War Displace Covid"
Kathy Bostjancic
Chief US Financial Economist, Oxford Economics

03/01/22 "Revenge Travel and the Fixed Income Markets"
Jody K. Lurie
Credit Analyst, Bloomberg Intelligence

02/03/22 "Market Outlook for 2022: Regime Change?"
James Solloway
Chief Market Strategist, SEI Investments Company

01/14/22 "Current State of the Small Business Economy"
William Dunkelberg, Chief Economist
National Federation of Independent Business

12/02/21 "Linkages Between Mispriced Assets: the Bane of Investors Today"
John Silvia
Chief Economist, Dynamic Economic Strategy

11/12/21 "U.S. Rates During and After Fed Taper"
Ira Jersey
Chief U.S. Interest Rate Strategist, Bloomberg Intelligence

09/09/21 "Off to the Races: Natural Gas Supply Versus Demand"
Robert Tomarelli, Associate Director
IHS Markit

08/12/21 "Economic Decisions, Covid Infection Rates and the Economy's Path Forward"
Michael Boldin, Economic Advisor

07/08/21 "The Shifting Economy: Consumers, Capex, Inflation, the Fed, and Markets"
Luke Tilley
Senior Vice President, Chief Economist
Wilmington Trust

06/03/21 "National and Regional Economic Update"
James Diffley
Executive Director, IHS Markit Economics

05/06/21 "The Great Transition: From Virus Headwinds to Vaccine Tailwinds"
Nathan Sheets, PhD
Chief Economist and Head of Global Macroeconomic Research
PGIM Fixed Income

03/04/21 "Four Ways COVID has changed the economy and markets... or has it?"
Lauren Goodwin
Portfolio Strategist, New York Life Investments

01/08/21 "Monetary Policy Challenges in 2021"
Mickey Levy, Chief Economist, Americas/Asia
Berenberg Capital Markets

12/02/20 "Fixed Income Outlook"
Kathy Jones
SVP, Chief Fixed Income Strategist, Schwab Center for Financial Research

11/05/20 "The Financial Side of the Economic Outlook"
John Silvia
Chief Economist, Dynamic Economic Strategy

09/11/20 "The U.S. and Global Manufacturing Update"
Chad Moutray, Ph.D., CBE
Chief Economist, National Association of Manufacturers

03/05/20 "Strategic Outlook"
Gina Martin Adams, CFA, CMT
Chief Equity Strategist, Bloomberg Intelligence

02/06/20 "Economic Outlook"
Robert Fry, PhD
Chief Economist, Robert Fry Economics LLC

01/09/20 "2020 Investment Outlook"
Jason Pride, CFA
Chief Investment Officer, Glenmede

11/07/19 "Macro, Markets, and More!"
Joe Kalish
Chief Global Macro Strategist, Ned Davis Research Group

10/17/19 "The Cross Roads of Trade and Politics"
Henrietta Treyz
Director of Economic Policy Research, Veda Partners

09/06/19 "On a Razor's Edge"
Mark Zandi
Chief Economist, Moody's Analytics

06/13/19 "What's Ahead for the US Economy: Soft or Bumpy Landing?"
Kathy Bostjancic
Chief US Financial Economist, Oxford Economics

05/02/19 "Interest Rate Outlook In A Post QT World"
Ira Jersey
Chief U.S. Interest Rate Strategist, Bloomberg Intelligence

04/04/19 "Revisiting the Discourse on Dynamism"
Patrick T. Harker, President and Chief Executive Officer
Federal Reserve Bank of Philadelphia

03/07/19 "The Outlook for the Economy, Energy and Industry"
Kevin Swift, CBE
President, National Association for Business Economics
Chief Economist, American Chemistry Council

02/07/19 "US Economic Outlook and Investor Challenges"
Lara Rhame
Chief U.S. Economist, FS Investments

01/10/19 "U.S. Bond Market Outlook"
Tom Tzitzouris, Fixed Income Strategist
Strategas Research Partners

11/01/18 "When Will Housing Exit the Soft Patch?"
Charles Dougherty, Vice President and Economist
Wells Fargo Securities

10/04/18 "The Future of Business in Philadelphia"
Harold Epps, Director of Commerce
City of Philadelphia

09/07/18 "Is Construction Headed for (a) Fall?"
Kenneth Simonson, Chief Economist
Associated General Contractors of America

06/14/18 "The Flattening Yield Curve, Should We Be Concerned?"
Meghan Shue, Senior Investment Strategist
Wilmington Trust











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