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Category: Economic & Policy Analysis
DE | Sinai Economic and Market Perspectives | Spring Has Sprung! – 04/03/21
Spring Has Sprung! Allen Sinai March Labor Market Hugely Strong The March Employment Report was stronger-than-strong, across-the-board—in Jobs (916,000; 780,000 Private Sector, DE Estimated 725,000, Consensus 600,000 plus); Persons who found work (609,000, DE 625,000); read more
DE | Sinai Economic and Market Perspectives | Macro Policy to the Forefront—How Much is Enough? – 03/24/21
Macro Policy to the Forefront—How Much is Enough? Allen Sinai Monetary-Fiscal Policy Mix: “Ultra-Easy” Money—“Hugely Loose” FiscalMacroeconomic policies, monetary and fiscal, are front-and-center after the signing into law of the $1.9 trillion American Rescue Plan read more
DE | Sinai Economic and Market Perspectives | Higher Interest Rates—Lower P/E Valuations? Economy Snapping Back Sooner, Stronger, So Higher Earnings – 03/11/21
Higher Interest Rates—Lower P/E Valuations? Economy Snapping Back Sooner, Stronger, So Higher Earnings Allen Sinai and Rohan Kumar “Bear” Fixed Income Market But Strong Economy and Strong Earnings Spell Bull Equity Market New Highs DE read more