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Category: Markets & Strategy
REPLAY | DE | Monthly | Employment Conference Call | Labor Market and The Economy—In-or-Out of Sync? – 7/2/21
Labor Market and The Economy—In-or-Out of Sync? — Labor Market in June—Strong? Weak? Mixed? In-Line with the Economy? • Nonfarm Payrolls (Jobs); Household Survey (Persons) and the Unemployment Rate; Wage Inflation and Signs of Cost-Push read more
REPLAY | DE | Monthly | Employment Conference Call | Labor Market and Economy Strong?—But Where are Workers and Why? – 6/4/21
Labor Market and Economy Strong?—But Where are Workers and Why? — May Labor Market—If Strong, How Strong? Mixed? Weak? • Jobs (Nonfarm Payrolls); Persons Finding Work (Household Survey); Unemployment Rate; Wage Inflation • Where The read more
DE | Sinai Economic and Market Perspectives | Inflation and Interest Rate Angst and Rebalancing – 05/13/21
Inflation and Interest Rate Angst and Rebalancing Allen Sinai and Rohan Kumar Inflation and Interest Rate AngstInflation, in the latest data and anecdotally, and as a consequence of a “Boomlet” for the U.S. Economy as read more
REPLAY | DE | Monthly | Employment Conference Call | Explosive Upturn?—Now the Jobs Market? – 5/7/21
Explosive Upturn?—Now the Jobs Market? — Labor Market at Q2 Start—Super Strong; Very Strong; Strong; Mixed; Weak • Data—Jobs (Nonfarm Payrolls); Persons Working (Household Survey); Unemployment Rate and the Labor Supply; Wage Cost Inflation • read more
REPLAY | DE | Quarterly | GDP Conference Call | Spring Has Sprung! 1st Report on Q1 Real GDP and a Look Ahead – 4/29/21
Spring Has Sprung! 1st Report on Q1 Real GDP and a Look Ahead — Q1 Real GDP—Surprisingly Strong Snap Up? • Economy and Its Growth Surge • Why the Strong Upturn? Will it Continue? • read more
DE | Sinai Economic and Market Perspectives | Spring Has Sprung! – 04/03/21
Spring Has Sprung! Allen Sinai March Labor Market Hugely Strong The March Employment Report was stronger-than-strong, across-the-board—in Jobs (916,000; 780,000 Private Sector, DE Estimated 725,000, Consensus 600,000 plus); Persons who found work (609,000, DE 625,000); read more
DE | Sinai Economic and Market Perspectives | Macro Policy to the Forefront—How Much is Enough? – 03/24/21
Macro Policy to the Forefront—How Much is Enough? Allen Sinai Monetary-Fiscal Policy Mix: “Ultra-Easy” Money—“Hugely Loose” FiscalMacroeconomic policies, monetary and fiscal, are front-and-center after the signing into law of the $1.9 trillion American Rescue Plan read more
DE | Sinai Economic and Market Perspectives | Higher Interest Rates—Lower P/E Valuations? Economy Snapping Back Sooner, Stronger, So Higher Earnings – 03/11/21
Higher Interest Rates—Lower P/E Valuations? Economy Snapping Back Sooner, Stronger, So Higher Earnings Allen Sinai and Rohan Kumar “Bear” Fixed Income Market But Strong Economy and Strong Earnings Spell Bull Equity Market New Highs DE read more
REPLAY | DE | Monthly | Employment Conference Call | The Labor Market in Early 2021—Coming Back or Fading? – 3/5/21
The Labor Market in Early 2021— Coming Back or Fading? — February Labor Market—Strong? Mixed? Weak? • Jobs (Nonfarm Payrolls); Employment and Unemployment (HH. Survey); Unemployment Rate (HH. Survey) • Where are the Jobs? Strong read more
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
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 are the read more
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
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 are the read more
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