REPLAY – Sinai’s Employment Conference Call – Aug. 2016

Posted August 5, 2016 by rvillareal

The Labor Market, the Consumer and Business Sector Disconnect, Economy and Fed Policy

• Labor Market in July—Strong? Weak?  “Goldilocks”?

• Jobs—Settling Down to a Near Full Employment Pace?
  • “Full Employment” Arithmetic and Jobs, Employment
• Striking Dichotomy Between the Consumer, Economy, Jobs and the Business Sector
• Inflation Prospect—Wages and Prices
  • Labor Market—What Does it Say About the Economy Prospect?
    • Baseline and Macro Risk Alternatives—Increased Downside Risks
    • Big Macro Risk—Will the Jobs Market Hold Up?
    • Labor Market, Economy, and Federal Reserve Monetary Policy
      • Fed Concerns
    • S. Labor Market, Full Employment, and the Economy
    • International—“Brexit”, China
    • The Big One—Achieving 2% Price Inflation
      • Financial Market Perspectives—Interest Rates, Stock Market, Earnings and “Fair Value” Ranges, Dollar[private]

[/private]