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