The Chart Room

On June 30th, 2015, Greece defaulted on the International Monetary Fund and accelerated the possibility of their exit from the Eurozone. By the end of July, we should know if a “Grexit” will indeed be a reality. A Grexit will have a tremendous impact on the European and World economies. To help explain how a Grexit could happen and its ramifications, we are providing two recent articles on the topic.

The Wall Street Journal has published “What’s the Timetable to a Grexit” to help define how such an exit would be triggered and how it could still be avoided.

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In an interview for Knowledge@Wharton, Professor Jeremy Siegel provides analysis and context on the impact a Grexit could have on World, European and Greek economies.

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Shawn Tully of Fortune.com explores what investors can expect for investment returns in the current economic climate. Is there a “new normal?” Tully introduces theories presented by Bernanke, Shiller and Siegel as he investigates this topic.

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The Organization for Economic Co-Operation and Development (OECD) has recently cut its growth predictions for the U.S. Economy to 2.0% in 2015 and 2.8% in 2016 (down from original forecasts of 3.1% in 2015 and 3.0% in 2016). The reason for this cut stems from numerous factors including a strong U.S. dollar and rough winter weather across much of the U.S.  This re-evaluation for the U.S., as well as the rest of the world, is explored in a current article published by the BBC.

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Uncertainty in the marketplace can be both good and bad. Knowledge@Wharton recently spoke with Wharton finance professor, Amir Yaron to explore this topic. Yaron recently co-authored a study entitled “Good and Bad Uncertainty: Macroeconomic and Financial Market Implications” along with fellow professor Ivan Shaliastovich and Gill Segal.

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Rajeshmi Naidu-Ghelani, writing for the BBC, explores the development of the Asean region. He explains that the Association of South East Asian Nations, soon to be the Aesean Economic Community, is expected to grow by 5%. By comparison, the European Union is predicted to grow only 2%.

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In his blog, Investment Adventures in Emerging Markets, Mark Mobius explores the development of emerging and frontier markets and their investment potential. In particular, he examines the economies of China, Japan, South Africa, Vietnam, Myanmar and Cuba.

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Richard Thaler of the University of Chicago’s Booth School of Business explores behavioral economics in this recent article published by the New York Times. In particular, he looks at retirement savings and how behavioral economics can be used to encourage people to save more.

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Writing for the New York Times, Tara Siegel Bernard provide us with the history of the 4% retirement spending rule, how it came to be, and its relevance today.

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Though there are many indicators that the U.S. economy is improving, many companies are still not making significant capital investments. Agib Aslam, Daniel Leigh and Seok Gil Park writing for the IMF blog iMFdirect explore this topic. Weak sales during the recession forced many businesses to scale back their spending. The authors explain that rejuvenating capital spending will take policy efforts and why this growth is important.

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Is water a social good or an economic commodity? Or both? In her interview with Junaid Kamal Ahmad, Head of the World Bank’s Water Global Practice Group, Kaitlin Ugolik writing for Institutional Investor explores topics that concern the world’s water supply. How are countries learning from each other? How is water priced? How can governments ensure access to and the security of the water supply?

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