» REPLAY | DE | Monthly | Employment Conference Call | Labor Market, Economy, and the Markets—How Long Can the Jobs Market Keep Going? – 12/6/19 Decision Economics

REPLAY | DE | Monthly | Employment Conference Call | Labor Market, Economy, and the Markets—How Long Can the Jobs Market Keep Going? – 12/6/19

Posted December 9, 2019 by rvillareal

[private]

[/private]

Labor Market, Economy, and the Markets—

How Long Can the Jobs Market Keep Going?

The November Labor Market is a key barometer for how the economy is doing in the fourth quarter and might do going forward.

  • “Goods” and “Services” Economies to be Noted
    • The Economic Outlook and Risks
      • DE “Basic Prospect” (Previous Odds 65%) and Key Assumptions
      • “Disappointing Growth” Alternative Risk Scenario (Previous Odds 25%)
      • “Recession” Risk (Previous Odds 10%)
      • Main Macro Risk—Non-U.S. Economies’ Weakness, Trade and “Trade Wars”, Company Sales and Earnings, Business Outlays, Hiring, the Economy
    • Fed Policy Prospect—Asymmetric Hold
    • Financial Markets Perspectives
      • Interest Rates
      • Equities and Fair Values
      • U.S. Dollar