» REPLAY – Sinai’s Conference Call – 1/10/14 Decision Economics

REPLAY – Sinai’s Conference Call – 1/10/14

Posted January 10, 2014 by rvillareal

Employment and Unemployment, the Economy,

Fed, and Markets at Year’s Beginning [private]

–        The Data

  • Employment—Picking Up; Sideways Movement; Slowing Down?
  • Messages of the Data
  • Unemployment Rate—False Indicator for Policy?

–        The Economy

  • Baseline Prospect Parameters
  • Alternative Risk Scenarios
  • Lineup of Positive vs. Negative Macro Risks

–        The Fed

  • The Labor Market and the Fed Prospect
  • Fed Scenario Going Forward
  • When the First Rate Increase?
  • Yellen as Chairperson

–        Financial Market Perspectives

 

REPLAY Employment Jan 2014-[/private]