» REPLAY – Sinai’s GDP Conference Call – 7/31/13 Decision Economics

REPLAY – Sinai’s GDP Conference Call – 7/31/13

Posted July 31, 2013 by rvillareal

The U.S. Economy in the Second Quarter and Beyond: The Outlook

–         First Report on 2nd Qtr. GDP—The Read

  • Q2, First Half, and History—Still a Disappointment?
  • Strengths and Weaknesses
  • History Rewrites, 2010-12, and Back—Implications Going Forward?
  • Messages from the Data

–         But Does Q2 Matter Now?  Does GDP Matter?

  • Q3, Second Half, and Beyond Prospects
  • DE “Baseline” Prospect and Alternative Risk Scenarios

–         Focus on Fed

  • Fed “Scenario” to Execute Fed “Plan”—Coming About?

–         Economy Lift up?

–         Sustained Improvement in the Labor Market?

–         Tilt Up on Inflation?

–         FOMC Statement and Monetary Policy Prospect

–         “Tight Fiscal—Easy Money” Theme

  • Fiscal Drag—How Much, How Long?
  • DE Assumptions and Forecast

–         Financial Market Prospects

Not yet a Decision Economics member?  Click here to register for a FREE 30 day trial.  

If you are already a member, click here to login.