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