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REPLAY – Employment Conference Call – 11/4/16
The Labor Market and the Economy—Building in an “Overshoot?”
- How Strong a Labor Market?
- Labor Market in October—Tightening? Stable? More Slack?
- Nonfarm Payroll Jobs, the Unemployment Rate and Underpinnings, Wage and Price Inflation Prospects
- Labor Force Dynamics—A Shift
- Economy, GDP and the Labor Market—Which Tells the “Truth”? An Inflation Surprise?
- DE “Basic Prospect” and Macro Risk Alternatives
- What About “Overshoot?”
- The Latest Fed Meeting and Policy Prospects
- Financial Markets Pre-Election Prospects
- Interest Rates
- Profits Turn and the Equity Market
- Dollar
- The Election and the Markets
- Economy, GDP and the Labor Market—Which Tells the “Truth”? An Inflation Surprise?