» REPLAY – Sinai’s Employment Conference Call – 9/7/12 Decision Economics

REPLAY – Sinai’s Employment Conference Call – 9/7/12

Posted September 7, 2012 by rvillareal

Jobs, Unemployment, the Consumer and U.S. Economy,

Fed Policy, “Washington” and the Markets

–         August Labor Market—Still in a Rut?

  • Messages from the Data
  • Sticky-High Unemployment Rate—The Arithmetic of the “Gap”

  and of the Household Survey

–         Can the Consumer Spend with a Weak Jobs Market and Subpar Income?

–         U.S. Baseline Prospect, Key Assumptions, and Tracking the Risks (Minuses, Pluses)

–         Fed Policy—Focus on the Balance Sheet

–         Washington and the “Fiscal Cliff”

–         Financial Markets

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