REPLAY – Sinai’s Employment Conference Call – 12/4/15

Posted December 4, 2015 by rvillareal

State of the U.S. Labor Market and Economy Approaching Year-end

 [private]

–        The Labor Market—Cold, Hot, Tepid

• Jobs and Unemployment, “Slack,” and Closing-in on “Full Employment”
• Where Strong?  Where Weak?  Recession Economy in Parts?
• Where’s the Inflation?  Wages, Prices “Phillips Curve” Issues

–        U.S. Economy—“Basic Prospect” and Macro Risk Alternatives

• Downside—Slowing Business Spending on Weak Sales and Earnings Growth
• Footprints of Downside Risk in Labor Market?
• Global Weakness Spillover

–        “D-Day” Coming for the Federal Reserve

• Liftoff and New “Forward Guidance”
• Interest Rates’ Path Beyond

–        Financial Markets—Currencies Especially

REPLAY – Employment Conference Dec 2015[/private]