» REPLAY – Sinai’s Equity Markets Conference Call – 5/14/12 Decision Economics

REPLAY – Sinai’s Equity Markets Conference Call – 5/14/12

Posted May 14, 2012 by CLeahey

[private][private]Equity Markets—Pluses, Minuses: Risks Front-and-Center Again

–  The “Baseline” Macro Story

  • A Plus—Earnings
  • A Plus—Interest Rate Prospects

–   Alternative Risk Scenarios and the Macro Risks

  • Eurozone Crises Continue
  • “Fiscal Cliff”
  • Can the Consumer Keep it Up?
  • The “Election”

–   Market Correction or Consolidation?

–   Some Perspectives on Asset Allocation—Tactical and Strategic

Equity May 2012[/private][/private]

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DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21

Posted February 3, 2021 by Diane Buscemi

[private] [/private] 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 read more

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