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

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

Posted October 7, 2016 by rvillareal

“Full Employment” and Beyond—U.S. Labor Market and the

Economy Entering Autumn

  • Summer End, Fall Beginning for the Labor Market
  • September—Strong, Weak, Sideways
  • Jobs, Unemployment and Slack, Wage Inflation
    • Where the Jobs Are and Where Not
    • Any Slack Left? Beyond Full Employment?
  • Inflation Signs from Labor Cost-Push
    • Summer End, Fall Beginning for the Economy
    • Weak Growth or A Cyclical Bounce? Current Track and Prospect
      • Consumer as Driver—Sparkling Fundamentals for

Both Spending and Saving

  • Inflationary Pressure Starting?
  • “Baseline” Prospect and Macro Risk Alternatives in Brief
  • The Fed and Interest Rates
  • Clear to Hike and the Path Ahead
  • Higher Inflation a Key
  • DE Fed Scenario and Interest Rate Outlook
    • Other Financial Markets
      • Equity Markets—Waiting for Earnings but Still a Secular Bull Equity Market
      • Dollar—U.S. Interest Rate Prospect a Dollar-Positive