» REPLAY: Employment Conference Call – 11/2/18 Decision Economics

REPLAY: Employment Conference Call – 11/2/18

Posted November 2, 2018 by rvillareal

The Surprising American Jobs Machine—Still Surprising?

  • American Jobs Machine in October—Still Grinding Out Lots of Jobs?
    • Report—Strong, Weak, Mixed?
    • Nonfarm Payrolls (Business Jobs); Household Survey Employment (Persons)
    • Unemployment Rate and Average Hourly Earnings—How Tight the Labor Market, How Much Slack?
  • Labor Force Participation Rate and Labor Force Growth—“Supply-Side” Clicking-In?
  • Labor Market Slack and Wage Inflation—Picking Up?
  • Labor Market and Q4 Economy
    • Still a Higher Growth Path—“New” New Normal
    • After the Employment Report—DE “Basic Prospect” and Macro Risk Alternatives
    • Story of 2018—Picture is Strong Growth, Low Unemployment, Low Inflation, Huge Business Profits Growth—Why and Can It Continue in 2019?
  • Implications for Fed Policy—In Transition, the Prospect and Interest Rate Outlook
  • Financial Markets
    • Q3 S&P500 Earnings Summary and Projections
    • Earnings Projections and Sector Lineup
    • S. Equity Market—Fair Value and Ranges
  • S. Dollar Outlook and Ranges