REPLAY – Sinai’s GDP Conference Call – 7/27/12

Posted July 27, 2012 by Editor

First Report on the Second Quarter U.S. Economy:

Setting-Up for a Pickup? Setting-Up for More of the Same? Or, Worse?[private]

–  2nd Qtr. GDP—Economy in Low Gear?  Messages from the Data

• Consumer—Relative Pillar of Strength?  Sustainable?
• Housing Recovery in-Train—A DE “Top 10” Investment and Investable Theme
• Business Sector Performance and Prospects—Hesitation Because of Profits and Fiscal Cliff?
• Inflation
• Eurozone Crises and European Recession Effects?

–  Fed Prospect and Possibilities

• Dual Objective Achievement Far Off and for A Long Time
• “Forecast”—Easing Options and Possible Scenario

–  Alternative Scenario Risks and Odds—Latest Assessment

–  Markets Perspectives—Stocks, Fixed Income, Currencies

REPLAY GDP Jul 2012[/private]