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Strategies & Market Trends : Mish's Global Economic Trend Analysis -- Ignore unavailable to you. Want to Upgrade?

To: mishedlo who wrote (2705)	3/22/2004 11:01:12 PM
From: CalculatedRisk	Respond to of 116555

That really says something. I'm going to try to find the Q&A online ... I wish the FED would include it with the speech transcript. Thanks for that update.

To: mishedlo who wrote (2705)	3/22/2004 11:05:29 PM
From: CalculatedRisk	Respond to of 116555

I found this: quote.bloomberg.com Fed's Moskow Speaks: U.S. Economy, Job Growth and Inflation Listen March 22 (Bloomberg) -- Federal Reserve Bank of Chicago President Michael Moskow speaks about the prospects U.S. economic and employment growth, and the outlook for inflation. Moskow speaks at the monthly meeting of the Risk Management Association and the National Funding Association in Chicago. 02:59 Introductory remarks, "premature" concerns about inflation 03:55 Goals of Fed monetary policy, closing the "output gap" 02:25 "Mild" 2001 recession and signs of economic growth 01:41 "Disappointing" job growth, state of manufacturing industry 01:07 Outlook for U.S. job growth, hiring activity 03:32 Growth catalysts; productivity, taxes, rates, tech spending 00:32 Global economic growth prospects and trade 00:45 Forecast for economic growth in 2004 02:05 "We expect inflation to remain low this year." 00:37 The Fed's ability to be patient on policy accommodation 01:19 Concluding remarks about output gap and economic growth 01:49 Questions: concerns about a potential housing market bubble 04:16 U.S. manufacturing workforce, output and job outsourcing 01:04 Impact of Fed funds rate on mortgage rates 02:55 Federal budget deficit and concerns about Social Security 02:26 Productivity and outlook for hiring activity 02:46 Discrepancy between payrolls and household jobs data 04:54 Homeland security funding and deflation risk I REALLY want to see his answer to some of these questions!