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Time to Talk Fresh On the US Economy

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When we discuss the economy, we always get the Spoken Word on it from our Chief Equity Strategist and Economist, John Blank.

  1. In this month’s economic outlook, you point out that the freshly revised U.S. growth rate for Q1 comes in at +2.2%. Is that a good or just ok number?
  2. You cite the consumer sentiment number as still being at high levels. What is the chance that if trade tensions between the U.S & China really escalate, we could see some big erosion of consumer confidence?
  3. On the topic of the Fed, 3 or 4 rate hikes this year?
  4. You question whether the Phillips Curve is the “Loch Ness Monster” of Macroeconomics. What is the Phillips Curve?
  5. You like a few semiconductor related stocks. First though, if we have a full blown U.S./China Trade War, will the U.S. chipmakers suffer?
  6. Looking at your picks, there’s Rudolph Technologies (RTEC - Free Report) , Ultra Clean Holdings (UCTT - Free Report) and Veeco Instruments (VECO - Free Report) .

That’s the latest Spoken Word from our Chief Equity Strategist and Economist, John Blank. With John, I’m Terry Ruffolo.




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Veeco Instruments Inc. (VECO) - free report >>

Ultra Clean Holdings, Inc. (UCTT) - free report >>

Rudolph Technologies, Inc. (RTEC) - free report >>

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