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REPLAY – Sinai’s Equity Conference Call – 2/25/13
Leap Out-of-the-Gate: Can It Continue?
Equity Market Prospects and Risks
– U.S. and Global Macroeconomic Scenarios and Risks—Baseline, “Upside” and “Downside” Possibilities and Odds
– Washington—the Fed, Sequester, and Fiscal Policy
– Some New Themes
- “Sea Change” in Japan, China and the Global Economy
- Tight Fiscal-Easy Money Policy Mix
- The “Financial” Cycle Unfolding
- Earnings Expectations and Interest Rates
– Fair Value and DE Equity Market Targets
– Broad and Sector/Industry Asset Allocations: Implications and Changes