» REPLAY – Sinai’s Employment Conference Call – Aug. 2016 Decision Economics

REPLAY – Sinai’s Employment Conference Call – Aug. 2016

Posted August 5, 2016 by rvillareal

The Labor Market, the Consumer and Business Sector Disconnect, Economy and Fed Policy

  • Labor Market in July—Strong? Weak?  “Goldilocks”?
  • Jobs—Settling Down to a Near Full Employment Pace?
    • “Full Employment” Arithmetic and Jobs, Employment
  • Striking Dichotomy Between the Consumer, Economy, Jobs and the Business Sector
  • Inflation Prospect—Wages and Prices
    • Labor Market—What Does it Say About the Economy Prospect?
      • Baseline and Macro Risk Alternatives—Increased Downside Risks
      • Big Macro Risk—Will the Jobs Market Hold Up?
      • Labor Market, Economy, and Federal Reserve Monetary Policy
        • Fed Concerns
      • S. Labor Market, Full Employment, and the Economy
      • International—“Brexit”, China
      • The Big One—Achieving 2% Price Inflation
        • Financial Market Perspectives—Interest Rates, Stock Market, Earnings and “Fair Value” Ranges, Dollar