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

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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