» REPLAY |DE | Monthly | Employment Conference Call | Labor Market a Big Focus – 11/1/19 Decision Economics

REPLAY |DE | Monthly | Employment Conference Call | Labor Market a Big Focus – 11/1/19

Posted November 1, 2019 by rvillareal

Labor Market a Big Focus

  • U.S. Labor Market Entering Q4 A Very Big Deal
    • State of the Labor Market and the Economy Near-Term? Messages
    • Slowing Jobs Growth—“Normal”? More Than “Normal”?
    • Labor Market a “Channel” for “Disappointing Growth” or “Recession”—Big Macro Risk
    • Messages from the Labor Market on Potential for Recession
    • Concern Much Ado About Nothing?
  • The Data—October Jobs, Unemployment Rate, Inflation and Profit Margin Indications
    • Nonfarm Payroll Jobs, the Unemployment Rate, Wage Inflation—Results and Interpretation—Weakening? Stable? Strong?
    • Manufacturing Recession Confirmed?
    • Services Sector Still Strong?
  • DE “Basic Prospect” and Macro Risk Alternative Scenarios—Changes Off the Employment Report
  • Federal Reserve October Meeting
     Results and Guidance
     DE Monetary Policy Prospect
  • Financial Markets Prospects
     Interest Rates—Bottoming-Out?
     Equity Bull Market Still On?
     Latest S&P500 Operating Earnings Track and Forecasts—Fair Value and Fair Value Ranges
  • Financial Markets: Short- and Longer-Term