» REPLAY – Employment Conference Call – 11/4/16 Decision Economics

REPLAY – Employment Conference Call – 11/4/16

Posted November 4, 2016 by rvillareal

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