REPLAY | DE | Quarterly | GDP Conference Call | Here-and-Now—“Slowdown” or “Double-Dip”—1st Report on Q4 Economy – 1/28/21

Posted January 28, 2021 by 150WSTCM

Here-and-Now—“Slowdown” or “Double-Dip”—1st Report on Q4 Economy

— “Slowdown” or “Double-Dip”?
• Real GDP—How Big a Slowdown?
• Weaknesses and Strengths and Why
• Consumption the Key and the “Army of Unemployed” (A “K”)
— The DE Basic Prospect “Story” of Recovery, Sustained and Sustainable, and Expansion—Track and Key Ingredients
• Coronavirus 2020 “Year of the Pandemic” and 2021 “Year of the Vaccines”
• Reopenings and Pentup Demands
• Non-U.S. Prospects: Strongly-Growing China and Southeast Asia A Force
— Macro Policies—The Fed and Biden Fiscal Stimulus
• Fed Prospect
• Massive Fiscal Policy Stimulus In-Train?—Pluses and Minuses and Divisiveness Dimensions
— Earnings Surprises and New Equity Market Fair Value Ranges
— Perspectives—The “Mood of America” and Move to the Left