» REPLAY – Sinai’s Employment Conference Call – 9/5/14 Decision Economics

REPLAY – Sinai’s Employment Conference Call – 9/5/14

Posted September 5, 2014 by rvillareal

Employment, the Labor Market, and “Slack”—

A Big Deal for the Fed and the Markets[private]

 

  1. The Labor Market in August and the U.S. Economy:  Sustaining the Rebound?
    1. Jobs and the Unemployment Rate
    2. “Slack”—Diminishing? Fast Pace?  Slow Pace?
    3. How Far from Full Employment?
  2. Business Cycle Normalized—A Seismic Shift
    1. Normalization Evidence
    2. DE “Basic Prospect” and Alternative Scenario Risks

III. Coming FOMC Meeting—September 16-17

  1. Questions and Issues
  2. Forward Guidance Changes?
  3. Fed Policy Prospect

IV. Financial Markets: Prospects and Perspectives

REPLAY – Employment Sep 2014[/private]