» REPLAY – Sinai’s GDP Conference Call – 7/30/15 Decision Economics

REPLAY – Sinai’s GDP Conference Call – 7/30/15

Posted July 30, 2015 by rvillareal

The Economy, Fed, and Markets in the Second Half: Stuck, or Picking Up, Fed “Normalization?”

–        Q2 Real GDP—The First Look

  • Accelerating Growth?  Q3 Track
  • Strengths, Weaknesses—Themes
  • Consumer as Driver—Still Driving?
  • Business Sector Lagging: Risks on Sales and Earnings Growth
  • Price Inflation Prospects—Low, High?

–        “Basic Prospect” and Macro Alternative Risk Scenarios

–        Post-Mortem on Federal Reserve Meeting and Prospect

–        Financial Markets Perspectives

  • Stock Market—“Yellow Flag” of Caution?
  • S&P 500 Operating Earnings and Fair Value—Current Estimates
  • Interest Rates

 

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