Research Events
Workshop on Commodity Super Cycles
Presented by the Federal Reserve Bank of Dallas and Bank of Canada.
Agenda
| April 27, 2015 |
| Welcome and Opening Remarks |
| Eric Santor |
| Keynote Presentation |
| Correlation: Fundamentals, Frictions, and Financialization Presentation: Craig Pirrong |
| Session 1: Long-Run Perspectives on Commodity Prices I |
| Chair: Michele Cavallo |
| Hotelling Under Pressure Presentation: Soren Anderson, Ryan Kellogg and Stephen Salant |
| Trends and Super Cycles in Energy & LME Metal Prices Presentation: John Cuddington, Daniel Jerrett and Abdel Zellou |
| What Drives Fluctuations of Commodity Prices in the Long Run? Presentation: David Jacks and Martin Stuermer |
| Session 2: Investment Banks’ Perspectives on Commodity Super Cycles |
| Chair: Eric Santor |
| Introductory Remarks Aakash Doshi Breanne Dougherty Katherine Spector Harry Tchilinguirian |
| Session 3: Commodity Exporting Countries and Commodity Super Cycles |
| Chair: Martin Stuermer |
| Otaviano Canuto Alberto Naudon Greg Priddy Ronald Ripple |
| Closing Remarks Mine Yücel |
| Keynote Presentation |
| Correlation: Fundamentals, Frictions, and Financialization Mark Finley |
| Session 4: Long-Run Perspectives on Commodity Prices II |
| Chair: Bahattin Buyuksahin |
| Discerning Long-Term Trends in Commodity Prices Presentation: Dimitri Dimitropoulos, Mathieu Marcoux and Adonis Yatchew |
| Oil Price Forecasts for Macroeconomic Projections: Experts Outlooks, Models, or Both? Presentation: Jean-Thomas Bernard, Lynda Khalaf, Maral Kichian and Clement Yelou |
| The Big Drop: Causes and Consequences Presentation: Rabah Arezki, Benjamin Hunt and Akito Matsumoto |
| Session 5: Commodity-Importing Countries and Commodity Super Cycles |
| Chair: Michael Plante |
| Daniel Ahn Peter Buchholz Bertrand Gruss Miswin Mahesh |
| Closing Remarks Eric Santor and Mine Yücel |