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