» REPLAY: Sinai’s Conference Call: Labor Market, Economy, Federal Reserve and the Markets in Midsummer – 8/4/17 Decision Economics

REPLAY: Sinai’s Conference Call: Labor Market, Economy, Federal Reserve and the Markets in Midsummer – 8/4/17

Posted August 4, 2017 by rvillareal

Labor Market, Economy, Federal Reserve

and the Markets in Midsummer

  • Labor Market in July—Tight and Tightening? Stable?  Easing Back?
  • Widespread Hiring? Or, Only in Services?
  • Tight and Tightening
  • Where is the Inflation?
    • DE “Baseline Prospect” and “Macro Risk” Alternatives
  • S. and Global Expansion Picking Up—Non-U.S. Kicking In
  • The Puzzle of Low Inflation—Key U.S. and Global Issue
    • Fed Policy Prospect
  • Full Employment and Price Stability—Achieved or Not?
  • Federal Funds Rate Path and Balance Sheet Reductions
    • Interest Rates, Stock Markets, and the Dollar