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Conference Calls
REPLAY | GDP Conference Call – October 2024
The Pre-Election ’24 Economy—Q3 GDP First Report (Adv.), Rest of 2024 and Beyond The Fed and Markets Much data and Events, especially Election ’24 (Nov. 5) and a Federal Reserve FOMC Meeting (Nov. 7-8) are read more
REPLAY | Monthly | Employment Conference Call | Labor Market (July) and the Economy – 8/2/24
Labor Market (July) and the Economy “Cooling” and Rebalancing—But Not “Cold”? After a Supertight Red Hot couple of years, in recent months the Labor Market has been softening, cooling, rebalancing toward a Pre-COVID state, now read more
REPLAY | Employment Conference Call | Labor Market (May)—Braking—Or Breaking? – 6/7/24
Labor Market (May)—Braking—Or Breaking? The U.S. Labor Market has been superstrong for months-and-months but recent high-frequency data suggest some slowing, cooling, or maybe something worse. Braking? A good thing…Or Breaking? A bad thing. – Labor read more
REPLAY Monthly | Employment Conference Call | The “Great American Jobs” Machine—“Pump” for the Economy, Inflation, Fed “No Rate Cuts,” – 5/3/24
The “Great American Jobs” Machine—“Pump” for the Economy, Inflation, Fed “No Rate Cuts,” and Markets and Work-at-Home Factors?
REPLAY | Monthly | Employment Conference Call| Spring and the U.S. Labor Market in 2024 – 4/5/24
Spring and the U.S. Labor Market in 2024Labor Market in Early Spring (Mar.)—Superstrong? Still Strong? Rebalancing? Softening? Weak?—The Data and The Story• Jobs (Nonfarm Payrolls); Persons Working (Hh. Survey); Unemployment Rate; Earnings (Avg. Hrly.) and read more
REPLAY | Employment Conference Call (Fri.) | Still Full Employment? Labor Market Beginning and in 2024 – 2/2/24
Still Full Employment? Labor Market Beginning and in 2024
REPLAY | GDP Conference Call | Too Good to Be True? 2024 Economy, Policy, Markets, Risks – 1/25/24
Too Good to Be True? 2024 Economy, Policy, Markets, Risks
REPLAY | Employment Conference Call | Can the Labor Market Keep “It” (the Economy) Up? – 1/5/24
Can the Labor Market Keep “It” (the Economy) Up? A superstrong Labor Market in 2023 was largely responsible for the surprisingly strong U.S. economy; which, in turn, increased demands for an increasing supply of labor, read more
REPLAY| Monthly | Employment Conference Call | The Surprising Strength of the Labor Market—Still? The Summer Jobs Market – 8/4/23
[private] [/private] The Surprising Strength of the Labor Market—Still? The Summer Jobs Market Labor Market (July)—Still Surprisingly Strong? Softening?—The Data Jobs (Nonfarm Payrolls, Cos.); Persons Working and Looking (Hh. Survey); Supply—Labor Force, Participation Rate, Employment/Population read more
REPLAY | GDP Conference Call – July 2023
Economy (2nd Qtr.) and Beyond—Scent of “Soft Landing” Stronger? Sneaky Intellectual Property Products (IPP)—Inflation and the Fed Prospect Economy (Adv. Report Q2)—Still Expanding? Real GDP and Price Inflation Strengths and Weaknesses—Consumption a Key (71% of read more