REPLAY – Sinai’s Employment Conference Call – 10/03/14

Posted October 3, 2014 by rvillareal

The Labor Market Post-Labor Day: Back on Track?

U.S. Economic Prospect, “Slack,” Fed Policy

and Financial Markets[private]

–        Labor Market in September—Back on Track?

Jobs, Unemployment, “Slack,” Inflation

–        Post-Labor Day Economic Prospect and Alternative Scenario Risks

• A “Normalizing” or “Normalized” U.S. Economy
• Basic Prospect and Alternative Scenarios

–        Fed Policy Outlook—Key Factors and Prospects

• Fed Monetary Policy “Normalization” Stages
• “Full Employment” in the Eyes of the Beholder?
• Major Theme—Rising Short-Term Interest Rates 2015ff

–        Financial Markets—Central Bank Divergences

• “Big Wave”—Strong Dollar, Weak Yen, Weak Euro
• Stock Market Hesitation in the Secular Equity Bull Market?
• Pre-Season Earnings Prospect and Fair Value Assessments

REPLAY Employment Oct 2014[/private]