REPLAY | DE | Monthly | Employment Conference Call | The “Great American Jobs Machine”— Any Hesitation? – 3/8/19

Posted March 8, 2019 by rvillareal

Early 2018 Labor Market—Can the U.S. Economy Keep Cranking Out So Many Jobs?
The U.S. Labor Market—Key Indicator for the Economy, Inflation, and the Federal Reserve

• January Labor Market—Still Cranking Them Out or Hesitating?  Strong, Mixed, Weak?
  • Jobs (Nonfarm Payroll); Unemployment Rate (Household Survey, Persons Finding Work and Coming Into the Workforce); Inflation (Average Hourly Earnings)
    • Mucked Up by the Shutdown and Other Early Year Aberrations?
    • Patterns—Strengths and Weaknesses
  • Inflation—Signs of Cost-Push or Profit Margin Erosion?
    • Why Has Wage and Price Inflation Been So Low?
    • The Inflation Forecast—Key to the Fed
  • Federal Reserve FOMC Meeting Result
    • Fed in Transition—Federal Funds Rate and Balance Sheet Instruments
    • “Data Dependent” Decisions
    • DE Forecast of Fed Policy Path in 2019 and 2020
  • Interest Rates Prospect
  • Equities Market—Headed for a Continuing Bull or Toward a Bear Stock Market
    • Q4 Earnings and the Outlook for 2019 and 2020
    • Fair Value Ranges