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Conference Calls
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
REPLAY| Monthly | Employment Conference Call|Labor Market, the Economy, the Fed—How Long Strong? – 1/6/23
[private] [/private] Labor Market, the Economy, the Fed—How Long Strong? End-of-Year Labor Market (Dec.)—How Long Strong? Jobs (Headline Nonfarm Payrolls)—Weak? Strong? Mixed? Persons Working (Hh. Survey)—Weak? Strong? Mixed? Unemployment Rate (Hh. Survey)—Still Essentially a Fully-Employed read more
REPLAY | Employment Conference Call | Labor Market (Nov.)—Key to the Economy, Inflation, Fed and Markets – 12/2/22
[private] [/private] Labor Market in Nov.—Still Strong or Not? Rebalancing? Jobs, Persons Working, Labor Supply Wages: Any Cost-Push? Where Strong? Where Weak? Economy Implications Q4 Economy and Beyond—Baseline “Soft Landing” (60%); Recession (25%); Growth Recession read more
REPLAY | Monthly | GDP Conference Call | Where’s the Recession? Slowdown Sure, But Entrenched High Inflation – 10/27/22
[private] [/private] Where’s the Recession? Slowdown SureBut Entrenched High Inflation Q3 U.S. Economy (1st Report)—Ain’t Any Recession Here-and-Now Real GDP Q3 Summary—Strong? Slowdown? Mixed? Recession? What’s Strong, What’s Weak? Motion is “Boomy Expansion” to “Slowdown read more
REPLAY | DE | Monthly | Employment Conference Call | Still Red Hot Labor Market? Or Cooling? – 9/2/2022
[private] [/private] Still Red Hot Labor Market? Or Cooling? August Labor Market—How Strong? Weakening? Jobs (Companies, Nonfarm Payrolls) Persons Working and Looking (Labor Force, LFPR) Unemployment Rate (Hh. Survey)—Still 50-Year Low? Labor Market and the 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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