REPLAY – Sinai’s GDP Conference Call – 10/28/15

Posted October 29, 2015 by rvillareal

The U.S. Economy: Past and Prospect[private]

–         Q3 GDP—First Look

• Slowing Again?
• Strengths; Weaknesses
• Global Economic Risk and the U.S. Economy
• The Consumer?  Key for Growth, U.S. and Global

–         DE “Basic Prospect” and Macro Risk Scenarios

–         Global Economy and U.S. Business Sector Risks

–         Growth, Full Employment, Inflation, and the Fed

• Where’s the Inflation
• Oil and Technology Shocks Shifting the “Phillips Curve?”

–         The DE Fed Scenario

–         Earnings, Interest Rates, and the Equity Market

REPLAY – GDP Conference Call Oct 2015 [/private]