Category: Markets & Strategy

REPLAY | DE | Monthly | Employment Conference Call | Explosive Upturn?—Now the Jobs Market? – 5/7/21

Posted May 7, 2021 by Diane Buscemi

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

Posted April 29, 2021 by Diane Buscemi

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

Posted April 4, 2021 by Diane Buscemi

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

Posted March 24, 2021 by Diane Buscemi

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

Posted March 11, 2021 by Diane Buscemi

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

Posted March 5, 2021 by 150WSTCM

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  Economic | Lots Happening—Election, Economy, Spectacular Earnings – 11/5/20

Posted November 5, 2020 by rvillareal

Lots Happening—Election, Economy, Spectacular Earnings, Biden and Republican Senate Market Rally—But Then What? Lots happening this week and will be so beyond—at least five happenings! Minuses and pluses; pluses and minuses. Election ’20—A Minus, Now read more

DE | Quarterly | DE Forecast Summaries, Top-Down Asset Allocations, Financial Markets Forecasts  – 5/16/19

Posted May 16, 2019 by rvillareal

DE | Anytime | Flash | ISM Non-Manufacturing Settles Again, Prices Contained- 5/3/19

Posted May 3, 2019 by rvillareal

DE | Anytime | Flash | Jobs: 263K; Hiring Momentum Building With Little Wage Pressure- 5/3/19

Posted May 3, 2019 by rvillareal