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