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

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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