REPLAY – Sinai’s GDP Conference Call – 10/28/16

Posted October 28, 2016 by rvillareal

How Goes the U.S. Economy?

Still Stuck or a Cyclical Bounce

• The Economy—Second Half of 2016 and Beyond
  • Q3 Growth Lifting Up—Advance Report on GDP
  • Strengths and Weaknesses
  • Getting a Second Wind?
  • If not GDP, What Else to Look At?
• Consumer the Driver and the Positive Consumer Fundamentals
• The Look Ahead—Q4 and 2017
  • DE “Basic Prospect” (65% Odds)—Clicking-In?
  • Rest-of-the-World—Help or Hindrance?
  • Macro Risk Alternative Scenarios—Tilted to the Upside
• Earnings and the Equity Market
  • S&P500 EPS Results
  • Stock Market Still Bullish and Fair Values
• The Fed and Interest Rates
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