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REPLAY | DE | Monthly | Employment Conference Call | Labor Market, Economy, and the Markets—How Long Can the Jobs Market Keep Going? – 12/6/19
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
- The Economic Outlook and Risks
Research Studies
DE | Sinai Economic and Market Perspectives | Seeds of A Sovereign Debt Crisis Planted – 02/03/21
Seeds of A Sovereign Debt Crisis Planted Allen Sinai* The U.S. and Global economies have undergone a fiscal/debt revolution of huge import from which there will be no turning away! The main catalysts are the read more
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