Natalie Cohen’s Post

This week, the Tropical Weather and Climate Research team at Colorado State will release its first forecast for the 2024 hurricane season along the Atlantic coast. Signs point to an above average season, which some are calling "blockbuster". I have published some thoughts about this at The Public Purse, including the retreat of private insurance and the increasing interest by regulators for financial disclosure for investors. You can find the piece here: https://lnkd.in/e2Pute5r #ElNino, #LaNina, #SEC, #FederalReserve, #flood, #NOAA, #climatechange

Greetings! I will be moderating a panel updating regional economics in Philadelphia, the surrounding MSA and New Jersey on March 20 from 3-5pm. It will be a hybrid (in person and zoom). Please join us in person or on zoom for the discussion. Here's more information: https://lnkd.in/gGg-z5cM #municipalbonds #philadelphia #NewJersey #regionalplanning #economics

I will be participating on a panel at the upcoming Volcker Alliance's Special Briefing on Leap Year Day (February 29) at 11:00am Eastern. The panel will discuss a paper from two Georgia State University professors (Andrew Young School of Public Policy). In addition to myself, Geoffrey Buswick, Managing Director in Public Finance at S&P will discuss fiscal sustainability implications around state tax cuts during COVID. Please do join this interesting discussion (it's online and free). More detailed information and registration below. #taxes #taxcuts #statefiscalhealth #COVID #VolckerAlliance #GeorgiaState #publicfinance

https://lnkd.in/eBHBq5Wd. #hurricane #FEMA #shutdown #disasterassistance #climatechange

Greetings! I will be moderating the opening panel on Transportation, October 12 and 13th in Chicago at the Loew's Hotel, sponsored by the National Federation of Municipal Analysts, NFMA. We will be talking about transportation of the future and the impact of remote work on the commuter environment. Also on the agenda are: funding and finance of surface transportation, survival of transit agencies, managing climate change, seaports and airports. We will be discussing changing business models, infrastructure, and more. Please join me and my colleagues. (Sorry, no press). Here's a link: https://lnkd.in/e3NFAFpW (it's not a 10 min. read). #transportation #transit #infrastructure #climatechange #APTA #FHWA #usdot @t4america #AASHTO (American Association of State Highway and Transportation Officials) #apwa https://lnkd.in/eBqTzYhi

Excessive heat around the world and in the U.S. and its impact on health, productivity, agriculture are gaining traction in media and academic analyses. Further to our last post about the "El Nino" effect on hurricanes, we discuss the cost impacts of heat in securities markets (and municipal bonds). #heatwaves #municipalbonds #climatechange #climaterisk https://lnkd.in/eAAnCGq2

Just posted "Weather Report" on The Public Purse, noting the recently elevated hurricane forecast from Colorado State University and the loss of private property insurance in several states. As always, we provide lots of resource links for those wishing to go deeper. #hurricaneseason2023 #hurricaneseason #climaterisk #climatechange #elnino #propertyinsurance #municipalbonds #municipalities https://lnkd.in/enicwUkd

It's not exactly holiday beach reading, so we broke an over-exuberant commentary into four parts for easier reading: --commentary on markets --workforce shortages that are affecting credit ratings --the connection to ever higher student debt --solutions that are popping up at the states, local governments and some corporations. Enter here: https://lnkd.in/eatg7MRR #markets #municipalbonds #debtceiling #studentloans #studentdebt #workforcedevelopment #laborshortage

More questions than answers about #svb. Aren't we confusing two very different types of demand depositors? SVB depositers are essentially depositing borrowed $ until they can cash flow enough to pay back their VC investors, who in turn, have also raised $ from their investors -- who in turn are hoping for strong returns (and inevitably some losses) and face withdrawal guardrails for their $. Of course, when the start-up $ is 100% working capital vs. revenues, employees and vendors need to be paid or the game's up. That's different from Main Street, Jimmy Stewart type depositors, for whom, a $250K limit is likely enough to meet demand for most. Sadly, there's additional info about SVB's aggressive cross-market sales and "tying" of client accounts -- isn't that a practice that brought about a #wellsfargo scandal?