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REPLAY | DE | Quarterly | GDP Conference Call | The “Economic Tsunami”—An Initial Q2 Look, Post-Mortem, Look Ahead – 7/30/20
The “Economic Tsunami”—An Initial Q2 Look, Post-Mortem, Look Ahead – Q2 Real GDP—What Happened? Recession? Depression? • The “Coronavirus Shock” and the Economy • An Aberrant Shock—Incredibly Rare, Global in Nature • Some Details of Q2 GDP: Why, Where the Impacts—Economy and Inflation • The “Shock”—“Transitory” or “Permanent” with “Permanent” Effects • The Economy—Transitory Cyclical Effects, the Responses, and Implications – The “Look Ahead” Scenarios—DE “Basic Prospect” is Still “L” With an Uptilt (60% Odds); “V” (20% Odds); “W” (15% Odds); “U” (5% Odds) – Policies—Public Health, Monetary, Fiscal—Some Details and Perspectives – The Main “Macro Risk”—The Virus! – Early Perspectives on the 2020 Election – Global Reverberations; Non-U.S. Impacts and Prospects – Financial Markets and Prospects • Fed and Interest Rates—Zero and Continuing Low • U.S. Equity Market—Fair Value Remains 3200 with Range 2900 to 3500 • Dollar—Weaker vs. Yen, Euro • Gold—Strong Overweight |
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts are the read more
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