» REPLAY: Sinai’s Employment Conference Call – 1/5/18 Decision Economics

REPLAY: Sinai’s Employment Conference Call – 1/5/18

Posted January 5, 2018 by rvillareal

The Labor Market, Economy and Markets in 2018—An Early Look

  • Closing Out 2017 and Starting 2018—

The U.S. Labor Market

  • December Labor Market—Strong? Weak? Mixed?
  • Jobs, Unemployment Rate, Wage Inflation
  • How Much Slack Left? How To Tell?
  • Closing Out 2017 and Starting 2018—

The U.S. Economy

  • “New” New Normal—Tax Stimulus, Next Spending?
  • “Baseline Prospect” Parameters and Key Forecasts
  • Global Economy and Synchronous Strong Global Upturn
  • Starting 2018—Fed Policy
    • DE Fed Scenario—Four Funds Rate Hikes
    • Balance Sheet Reductions—Tiny, Then Larger
    • Other Central Banks—Bank of Japan (BOJ), European Central Bank (ECB)—Directional Momentum
  • Interest Rate Prospects
  • Equity Market Prospects
    • S&P500 Operating Earnings Forecast
    • S&P500 Fair Value and Ranges
    • Large Cap, Small Cap—Rerun of the ‘90s?
  • Asset Allocations—Broad, Sector, Global Regional and Country