» Replay | DE | Monthly | Employment Conference Call| Labor Market—Still “Supertight?” Or Softening – 8/5/22 Decision Economics

Replay | DE | Monthly | Employment Conference Call| Labor Market—Still “Supertight?” Or Softening – 8/5/22

Posted August 5, 2022 by rvillareal

REPLAy DE | Monthly | Employment Conference Call (Fri.) | Labor Market—Still “Supertight?” Or Softening – 8/5/22

Labor Market—Still “Supertight?”  Or Softening

  • Labor Market Starting Summer and Second Half—How Tight?
    • Nonfarm Payrolls (Jobs, Companies Hiring); Employment HH Survey (Persons Working); Unemployment Rate (How Tight)
    • Wage Inflation—Income But Also Business Costs
    • Employment Cost Index (ECI) and Compensation-Price Spiral?
  • Puzzle—Slowdown or Recession?  But With Supertight Labor Market?
    • Where Strong, Tight?  Where Weaker, Easing?
    • Jobs Openings and Persons Available—The “Shortage”
  • Recession, Slowdown, Soft Landing or Transition?  July Labor Market Implications for Economy
    • DE Baseline Prospect and Macro Risk Alternatives
    • NBER Recession Monthly Indicators Track
  • “Inflation Genie” Out of the Bottle—Entrenched High—The Inflationary Process
  • Financial Markets
    • Interest Rates—Uneven Uptrend
    • Stocks, Q2 Earnings and Prospects—Still a Correction?  New Uptrend?
    • Dollar Uptrend Intact?