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REPLAY – Sinai’s GDP Conference – 4/26/13
The Economy Here-and-Now, Beyond, Policy and Markets
– Q1 GDP: First Look at 2013
- Q1 Okay? Q2 Not Okay? Beyond?
- “Soft Patch,” “Spring Swoon,” or Much Ado About Nothing
– Where Are We in the Business Cycle? In the Financial Cycle?
– DE “Basic Prospect” and the Alternative Risk Scenarios
- Basic Prospect “Story” and Key Components
- What’s the Same as in Previous Years of Disappointment? What’s Different?
– Fed and Fiscal Drag vs. the Private Sector
– Some Financial Market Prospects—Stocks, Interest Rates, the Yen