» REPLAY – Sinai’s Equity Markets Conference Call – 3/26/2012 Decision Economics

REPLAY – Sinai’s Equity Markets Conference Call – 3/26/2012

Posted March 26, 2012 by CLeahey

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The Stock Market: Much, Much Better Year.  Can It Last?

Some DE Investment Themes and Asset Allocations

–  The Business Cycle, Macro “Fundamentals” and The Stock Market—Still a Bull Market

  • Macro Baseline Prospect and Risks
  • Profits—Weaker and Then Stronger?
  • Fed and Interest Rates
  • Valuations

–  Macro Risks—Fewer This Year

  • Eurozone and Europe Recession
  • Geopolitics of the Mideast and Oil
  • U.S. Sovereign Debt
  • “Washington,” the “Fiscal Cliff,” and the Presidential Election

–  Global Economy and Global-Regional Lineup

–  Investment Themes and Asset Allocations

  • Broad
  • Sector/Industry
  • Country and Global-Regional

REPLAY – Equity 3-2012

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DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21

Posted February 3, 2021 by Diane Buscemi

[private] [/private] Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts read more

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