|
4/4 |
2006/10/26-29 [Politics/Domestic] UID:44994 Activity:nil |
10/26 Govt report on Q3 U.S. GDP due before market opens Friday morning Analyst consensus is 2.6% Analyst consensus of all major banks is 2.0% or lower White House Natl Economic Council head predicts between 1 - 2% Council of Economic Advisors to the President signals below 2% Finally, wishful thinking of a Q4 bounce \_ It's time to short GDP! \_ The trick is to figure out how much the market has factored in 2.6% vs. <= 2.0%, and election hijinks prior to tomorrow morning. |
4/4 |
|