The Chart Room

Will 2015 be the year that the Fed raises interest rates? This is the topic of discussion in a recent blog entry published by The Economist. According to the post, if the IMF has their way, a rise in rates will not occur until 2016 in the hopes of providing market stability. This blog entry examines various charts and indices, such as the Personal Consumption Expenditure Index and trends in the unemployment rate, to provide analysis on factors considered by the Fed in their decision-making process.

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In July, Knowledge@Wharton interviewed Jacques deLisle, Director of East Asian Studies at the University of Pennsylvania and Ann Lee, Adjunct Professor of Economics and Finance at NYU to discuss the downfall of China’s stock market. The interview explores the causes of the downturn, why previous fixes did not work and what the Chinese government currently has planned to alleviate the issue and stimulate growth.

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In a recent blog entry, Mark Mobius examines the downturn in the Chinese stock market. Since mid-June, the domestic stock market in China has seen a 30% decline. In this article, Mobius provides the reader with insight into the causes of the downturn as well as how his team plans on investing in the region going forward.

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A recent article by Tobias Buck for the Financial Times offers the reader the opportunity to compare and contrast the decisions made by the Spanish and Greek governments regarding austerity. Spain chose to adopt austerity measures that now have them on track for increasing economic growth per Spanish government forecasts.

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The website Vox has put together this presentation which uses thirteen charts and maps to help explain the reasons behind Greece’s recent economic woes.

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Gideon Rachman of the Financial Times argues that Greece’s “No” vote could present opportunities to maintain the integrity of the Eurozone in less than obvious ways.

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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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