» REPLAY – Sinai’s GDP Conference Call – 7/29/16 Decision Economics

REPLAY – Sinai’s GDP Conference Call – 7/29/16

Posted July 29, 2016 by rvillareal

How Goes the U.S. Economy?

Second Quarter U.S. GDP and the Prospects

 

  • S. Economy—Regaining Momentum?
    • Second Quarter GDP—Pluses and Minuses
    • Momentum Gaining? Sustainable or Temporary?
  • DE “Baseline Prospect”—Relatively Unchanged and Stronger-than-Consensus—Stronger-than-Fed
    • Alternative Macro Risk Scenarios—Rest-of-the-World Needed Now, If Not Very Soon
  • Latest Fed Meeting and Fed Prospect
    • DE “Dot Plot” on the Federal Funds Rate
    • Interest Rate Forecasts
  • Financial Market Implications
    • S&P500 Earnings Update and Prospect
    • “Fair Value” Ranges and Changes