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REPLAY – Sinai’s GDP Conference Call – 7/28/17
Stepping Up the Pace But With Too Little Inflation?
Economy Prospect, Fed Policy, and the Markets
- Q2 GDP—Stepped-Up Growth and Low Inflation?
- Global Economy Coming On? Japan, Eurozone, China
- Underlying Fundamentals and the Prospects Going Forward—DE Basic Prospect and Macro Risk Alternatives
- Central Bank Dilemma—Getting Inflation Higher!
- Growth Picking Up, Tightening Labor Market, But Where the Inflation?
- Sources of Low Inflation: Expected Inflation, Energy Costs, Mismeasured Productivity Growth, and “New-New” Technology or Innovations
- Growth and S&P500 Earnings Prospect and Low Inflation Bullish for Stocks
- Slow Growth, Low Inflation, Low Interest Rates Spell Long Expansion and Long Equity Bull Market—Longest Ever
- Lower Inflation, Low Interest Rates, and Equity Market Valuations
- S&P500 Fair Value and Fair Value Ranges; Asset Allocations—Broad, Sector, Global Regional
- Financial Market Prospects and Perspectives
- S. Interest Rates and the Dollar
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