» REPLAY |DE | MONTHLY | EMPLOYMENT CONFERENCE CALL | – 3/8/24 Decision Economics

REPLAY |DE | MONTHLY | EMPLOYMENT CONFERENCE CALL | – 3/8/24

Posted April 5, 2024 by rvillareal

Employment (February): The Astounding (Still?) U.S. Labor Market in Early 2024 (Feb.)

  • Labor Mkt. in Feb.—Still Astounding Strength?  Getting More Balanced?  Weak, Strong?  Prospects
    • Persons Working, Unemployment Rate, Labor Force (Labor Supply)
    • Strengths, Weaknesses in the Data
    • Cost Inflation—Avg. Hrly. Earnings (AHE)
    • Labor Market Structure— Change and Changing—A Big Theme
  • Economy Implications—Economy Solid!  Intact—No Recession in Sight
    • Scenarios—Expansion (Odds 65%); Recession (Odds 15%); Slow Growth-Fed View (Odds 10%); Boomy Expansion (Odds 10%)
    • Big “T”—Technology—A Big Theme
  • Fed Implications
    • The Powell Testimonies Takeaways
    • FOMC Meeting March 14-15 Prospect
    • Fed Funds Rate—DE Forecast
  • Financial Markets—Interest Rates, Dollar, Equity Markets
  • Equity Mkt Bull Run—Wow!
    • Equity Market Positive Themes—No More Major Interest Rate Increases, Earnings, Big “T,” Earnings and P/Es
    • Fair Value Range and Prospect—4800 to 5400
    • 5100 Point Fair Value
    • 5500 A Possible Directional Tendency?

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Research Studies

DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21

Posted February 3, 2021 by Diane Buscemi

[private] [/private] Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts read more

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