REPLAY: Employment Conference Call – 6/1/18

Posted June 1, 2018 by rvillareal

The Labor Market: Sea of Stability and Calm Amid the Thunderstorms?

• S. Labor Market in May: Steady, Strong and Stable in a World of Risks?
  • Jobs, Employment and the Unemployment Rate—Strong? Weak? Mixed?
  • Wage Inflation—Starting Up Yet?
• Economy, Fed, and Financial Market Implications of the Report
• Fed and Monetary Policy
  • Upcoming June 12-13 Meeting
  • New Fed Forecasts?
  • The Fed Policy and Interest Rate Outlook
• Thunderstorms—Risks to Economy and Markets
  • Italy Upheaval and the Eurozone
  • Euro Breakup Issue Again—Some Implications
  • European Markets and the ECB
• S. Equity Market and the Dollar
  • Still a Bull Equity Market but Continuing Short-Run Volatility and Risk Issues
  • The U.S. Dollar—Fundamental and Geopolitical Strengths and Weaknesses
• DE Fair Values and Ranges—U.S. Equity Market, U.S. Dollar