REPLAY – Sinai’s GDP Conference Call – 7/30/15

Posted July 30, 2015 by rvillareal

The Economy, Fed, and Markets in the Second Half: Stuck, or Picking Up, Fed “Normalization?”

–        Q2 Real GDP—The First Look

• Accelerating Growth?  Q3 Track
• Strengths, Weaknesses—Themes
• Consumer as Driver—Still Driving?
• Business Sector Lagging: Risks on Sales and Earnings Growth
• Price Inflation Prospects—Low, High?

–        “Basic Prospect” and Macro Alternative Risk Scenarios

–        Post-Mortem on Federal Reserve Meeting and Prospect

–        Financial Markets Perspectives

• Stock Market—“Yellow Flag” of Caution?
• S&P 500 Operating Earnings and Fair Value—Current Estimates
• Interest Rates

[private]REPLAY – GDP Jul 2015[/private]