REPLAY |DE | Monthly | GDP Conference Call | The Economy—Q2, 1st Half and Beyond Weaker, Stronger, the Same? – 7/26/19

Posted July 26, 2019 by rvillareal

The Economy—Q2, 1^st Half and Beyond Weaker, Stronger, the Same?

• Q2 GDP—First Report—Overall and Some Details
  • Still Solid or Weakening?
    • Strengths, Weaknesses
    • Major Macro Risk Status—Non-U.S. Weakness and Tariffs Effects on Trade, Companies, the Economy
    • Can the 2017 Tax Cuts Be Seen?
    • Inflation Greatly Important—Still Quiet?
• Consumption and “Consumer Fundamentals” Going Forward
• Business Outlays and “Business Fundamentals” Going Forward
• Trade and “Trade Fundamentals” Going Forward
• Federal Government Purchases—Increasingly Important?
• Monetary Policy Implications, the Fed and Interest Rates
• DE “Baseline Prospect” and Main Macro Risks
• Financial Markets Perspectives
  • Q2 Earnings Track and Performance
  • U.S. Equity Market Fair Value and Ranges