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REPLAY| EMPLOYMENT CONFERENCE CALL | Labor Market “Surprises,” the Economy, Inflation – 11/3/23
Labor Market “Surprises,” the Economy, Inflation Fed Policy and Interest Rates The Early Q4 Look One of the big surprises of the post-COVID economy has been a Superstrong Labor Market at the same time price read more
REPLAY | Monthly | Employment Conference Call | Labor Market and Employment—Still a Puzzle? Where’s the “Recession?” – 10/6/23
[private] {/private] Labor Market and Employment—Still a Puzzle?Where’s the “Recession?”
REPLAY| Employment Conference Call | How Long Can Good Times in the Labor Market Roll? Late Summer Labor Market – 9/1/23
[private] [/private] Late Summer Employment—Strong? Moderating? On the Weak Side? Jobs (Nonfarm Payrolls, Overall and Private); Persons Working (Hh. Survey), Looking for Work (Labor Force)); Unemployment Rate—Still Superlow or Rising? Strengths, Weaknesses—Labor Market Puzzles and read more
REPLAY| Monthly | Employment Conference Call | The Surprising Strength of the Labor Market—Still? The Summer Jobs Market – 8/4/23
[private] [/private] The Surprising Strength of the Labor Market—Still? The Summer Jobs Market Labor Market (July)—Still Surprisingly Strong? Softening?—The Data Jobs (Nonfarm Payrolls, Cos.); Persons Working and Looking (Hh. Survey); Supply—Labor Force, Participation Rate, Employment/Population read more
REPLAY | GDP Conference Call – July 2023
Economy (2nd Qtr.) and Beyond—Scent of “Soft Landing” Stronger? Sneaky Intellectual Property Products (IPP)—Inflation and the Fed Prospect Economy (Adv. Report Q2)—Still Expanding? Real GDP and Price Inflation Strengths and Weaknesses—Consumption a Key (71% of read more
REPLAY | Monthly | Employment Conference Call | Early Summer Labor Market—Still Supertight or Rebalancing? – 7/7/23
[private] [/private] Early Summer Labor Market—Still Supertight or Rebalancing? Fed in a New Shift! “Soft Landing” and “Recession” Odds Change. Markets. Labor Market Pre-Summer (Jun.) Employment Report Data—Jobs (Headline Nonfarm Payrolls, Cos.); Hh. Survey (Persons read more
REPLAY| Monthly | Employment Conference Call | Labor Market, Economy, Fed, Markets, Where Are the Workers? Where is the Recession? – 6/2/23
[private] [/private] Labor Market in May—Still Supertight and Cooking with Gas? Or Sputtering? Jobs (Payrolls); Persons Working, Labor Supply and Unemployment Rate (Hh. Survey)—Strong? Weakening? Weak? Wages (Avg. Hrly. Earnings, AHE) and Compensation in Cost-Push read more
REPLAY | Monthly | Employment Conference Call | Finally Weakening? Labor Market in April, the Economy Prospect, Fed and Markets – 5/5/23
[private] [/private] Labor Market in April—Jobs (Nonfarm Payrolls), Persons Working (Household Survey), Unemployment Rate, Wage Inflation, Strengths and Weaknesses Puzzle of the Labor Market—Why So Strong? And So Long with Rising Interest Rates? “Pandemic” and read more
REPLAY| Monthly | GDP Conference Call | How Goes the Economy? Where is the “Recession?” – 4/27/23
[private] [/private] How Goes the Economy? Where is the “Recession?” First Report on Q1 GDP—U.S. Economy History—Growth Pickup? Stable? Diminishing? What Can We Learn From Q1 GDP? No Recession! Strengths, Weaknesses and Role of read more
Economic Studies Series | “External Shocks,” the Business Cycle and Current Prospects “Sticky-High” Inflation, Policy Errors, and “Financial Disarray”
[private] [/private] The Program today is titled “Where Do We Go? A Compass to Understand the Economy.” Let me start then, with remarks on several questions. 1) Where Are We?—“External Shocks,” the Business Cycle and read more
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
[private] [/private] Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts read more
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