Experience the Decision Economics Difference for yourself.
REPLAY – GDP Conference Call – 10/26/18
U.S. Economy—Prosperity Emerges But at Risk?
-
- Q3 U.S. Economy and Going Forward
- First Q3 GDP Report—Strong, Mixed, Fading?
- Strengths, Weaknesses—Power of Tax Cuts, Restraint of Interest Rates
- Setting Up for Q4 and Beyond
- DE “Basic Prospect” and Risks
- DE Forecast Baseline
- Jitters
- Rising Interest Rates—U.S. Then Elsewhere
- Trade Wars, Tariffs
- Political, Geopolitical, Coming Midterms
- Inflation the Most Important Macro “Fundamental” Risk
- Interest Rates and the Economy Behavior in a Typical Upcycle
- Tax and Federal Government Spending Fiscal Stimulus This Time—Big Pump Now and in 2019—Demand and Supply-Side Effects
- Fed Policy in Transition—Path Planned But Less Certain
- Sustaining and Maintaining Full Employment and Price Stability Now the Goal
- Transition in Thinking About the “*Stars”—The “Forward Guidance”
- Full Employment Unemployment Rate (Natural Rate), 2% Price Stability and “Neutral” Interest Rate in Doubt
- Financial Instability and the Fed
- Financial Markets Implications—Stocks, Fixed Income, the Dollar—Short-Run and Longer
- Earnings, Equity Market Fair Value, Ranges and Risks
- Interest Rate Prospects
- S. Dollar
- Interest Rates and the Economy Behavior in a Typical Upcycle