» REPLAY | Monthly | Employment Conference Call | Finally Weakening? Labor Market in April, the Economy Prospect, Fed and Markets – 5/5/23 Decision Economics

REPLAY | Monthly | Employment Conference Call | Finally Weakening? Labor Market in April, the Economy Prospect, Fed and Markets – 5/5/23

Posted May 5, 2023 by rvillareal

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  • 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 “Rebound” with Demand for Labor Way Up and Supply Constrained
    • Case of the “Missing” Workers
    • Structural Changes in the Labor Market
    • Techno-centric from Labor-centric?
  • Economy “Basic Prospect”—“Soft Landing” (Odds 55%); “Recession” (Odds 35%); Fed Scenario “Growth Recession” (Odds 10%)
    • Major Parameters—Growth, Inflation, Unemployment, Interest Rates
    • Profits Recession?
  • “Financial Factor”—Disarray, Instability, Fragility, Failures and Crisis the Risk
  • Latest Fed Meeting, Outcome, and Fed Prospect
  • Financial Markets—Equities, Higher Fair Value and Fair Value Ranges; Dollar, Under Pressure Except vs. Yen; Interest Rates—On Average, Bouncing Around with a Tilt Up on a Fed Pause

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Research Studies

DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21

Posted February 3, 2021 by Diane Buscemi

[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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