» REPLAY |DE | Monthly | GDP Conference Call | The Economy—Q2, 1st Half and Beyond Weaker, Stronger, the Same? – 7/26/19 Decision Economics

REPLAY |DE | Monthly | GDP Conference Call | The Economy—Q2, 1st Half and Beyond Weaker, Stronger, the Same? – 7/26/19

Posted July 26, 2019 by rvillareal

The Economy—Q2, 1st Half and Beyond Weaker, Stronger, the Same?

  • Q2 GDP—First Report—Overall and Some Details
    • Still Solid or Weakening?
      • Strengths, Weaknesses
      • Major Macro Risk Status—Non-U.S. Weakness and Tariffs Effects on Trade, Companies, the Economy
      • Can the 2017 Tax Cuts Be Seen?
      • Inflation Greatly Important—Still Quiet?
  • Consumption and “Consumer Fundamentals” Going Forward
  • Business Outlays and “Business Fundamentals” Going Forward
  • Trade and “Trade Fundamentals” Going Forward
  • Federal Government Purchases—Increasingly Important?
  • Monetary Policy Implications, the Fed and Interest Rates
  • DE “Baseline Prospect” and Main Macro Risks
  • Financial Markets Perspectives
    • Q2 Earnings Track and Performance
    • U.S. Equity Market Fair Value and Ranges