REPLAY – Sinai’s Employment Conference Call – 2/1/13

Posted February 1, 2013 by rvillareal

The Labor Market and the Fed: Out-of-the-Gate in 2013

–         January Employment and the Unemployment Rate

• Labor Market—Weak, Strong, Stronger, Neither?
• Still in a Rut?  Less Shallow?
• Where the U.S. Economy Strengths Are Are Where the Jobs Are?

–         January Fed Meeting—Post-Mortem

• Hold, Ease, or Tightening?
• “Doves” and “Hawks”
• QE “Open-Ended”—Is QE Working?
• The Fed and DE Forecasts

–         Bank of Japan (BOJ) and Japan’s Seismic Shift

–         Fixed Income Fundamentals and Interest Rate Forecasts