» REPLAY – Sinai’s Employment Conference Call – 3/10/17 Decision Economics

REPLAY – Sinai’s Employment Conference Call – 3/10/17

Posted March 10, 2017 by rvillareal

Full Employment and Then Some?

What Next for the Fed?

  • Labor Market in February—Super Strong, Strong, Weak, Mixed?
  • Jobs, Unemployment Rate, and Wage Inflation
  • Full Employment by Current Fed Definition Achieved! But is it Really?
  • S. Economy Implications and Prospects—Q1 and Beyond—DE “Overshoot” Baseline
  • Trumponomics Effects
    • What Now for the Fed—New Game Plan and Coming Changes
  • Full Employment and Price Stability Essentially Achieved
  • What Now the Objective?
  • Not Too “Hot”, Not Too “Cold”
  • Federal Funds Rate Paths and Alternatives—Hawkish Tilt?
    • Financial Market Implications
      • “Bear” Fixed Income Markets
      • Equity Market Strategically Bullish—Tactically Some Issues
    • Risks—Mostly Political and Geopolitical