» REPLAY – Sinai’s Employment Conference Call – 5/6/16 Decision Economics

REPLAY – Sinai’s Employment Conference Call – 5/6/16

Posted May 6, 2016 by rvillareal

The U.S. Labor Market, Economy, Fed, Markets in Early Spring

  • S. Labor Market as a Key to the Economy, Inflation, the Fed, and the Markets
  • April Labor Market—Strong? Weak? Mixed?
  • Anatomy of the Labor Market—Where Strong, Where Weak
  • Which is Better on the Economy—Labor Market or GDP?
  • Implications for the Economy and Inflation
    • “Basic Prospect” and Macro Risk Alternatives—Disappointing Growth Looming Larger?
  • Early Second Quarter Track
  • Updates—Basic Prospect and Macro Risk Alternatives
    • Central Banks Losing Force and Credibility?
  • Fed and Fed Prospect Going Forward
  • BOJ and BOJ Prospect Going Forward
    • ECB and ECB Prospect Going forward
    • Inflation the “Driver”
  • Financial Markets Outlook After the Employment Report