» REPLAY – Sinai’s GDP Conference – 4/26/13 Decision Economics

REPLAY – Sinai’s GDP Conference – 4/26/13

Posted April 26, 2013 by rvillareal

The Economy Here-and-Now, Beyond, Policy and Markets 

–         Q1 GDP: First Look at 2013

  • Q1 Okay?  Q2 Not Okay?  Beyond?
  • “Soft Patch,” “Spring Swoon,” or Much Ado About Nothing

–         Where Are We in the Business Cycle?  In the Financial Cycle?

–         DE “Basic Prospect” and the Alternative Risk Scenarios

  • Basic Prospect “Story” and Key Components
  • What’s the Same as in Previous Years of Disappointment?  What’s Different?

–         Fed and Fiscal Drag vs. the Private Sector

–         Some Financial Market Prospects—Stocks, Interest Rates, the Yen

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