REPLAY |DE | Monthly | Employment Conference Call | 2020 Start for the Labor Market and the Economy—Can the “Beat” Roll On? – 2/7/20

Posted February 7, 2020 by rvillareal

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2020 Start for the Labor Market and the Economy—Can the “Beat” Roll On?

• Starting 2020—Labor Market in January—Did the “Beat” Roll On?
  • Strong, Weak, Sideways?
  • Nonfarm Payroll (Jobs, Estab. Survey);
  • Unemployment and Employment (Persons Working, HH Survey);
  • Wage Inflation, Avg. Hrly. Earns. (AHE)
  • Strengths and Weaknesses—Goods vs. Services
• Q1 Real GDP Track Off the Data—The DE “Basic Prospect”—Growth, Inflation, Unemployment Rate, Profits
• Alternative Macro Risk Scenarios—“Disappointing Growth”; “Boom”; “Recession”
• Why a Strong Labor Market and So Low Price Inflation?
• DE Empirical Research Results—Like the 1990s?
• The Fed and Interest Rates
• Profits Track Update, S&P500 Fair Value, Ranges and Prospect