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REPLAY – Sinai’s Employment Conference Call – Oct. 2016
“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
- Other Financial Markets