» REPLAY |DE | Monthly | Upcoming Employment Conference Call (Fri.) | Still Hot Labor Market? At Full Employment? – 4/1/22 Decision Economics

REPLAY |DE | Monthly | Upcoming Employment Conference Call (Fri.) | Still Hot Labor Market? At Full Employment? – 4/1/22

Posted April 1, 2022 by rvillareal

 Still Hot Labor Market?  At Full Employment?

  • Labor Market in March—Hot?  Strong?  Mixed?  Weak?
    • Nonfarm Payrolls (Jobs); Unemployment Rate; Persons Working (Demand) (Household Survey); Labor Force and Labor Force Participation Rate (LFPR); Employment-Population Ratio (Supply)
    • Jobs and the Unemployment Rate—Huge Gains
    • Wage Inflation Accelerating?
  • “Too Hot” a Labor Market—Fully Employed?
  • Is the “Phillips Curve” Back and Implications
  • Economy Prospect (Basic Prospect, Boomy Expansion, Odds 65%) and Macro Risk Alternatives—Stagflation (10%); Boom-Recession (10%); Consensus and Fed (15%)
  • Fed Policy Prospect, Path and Quantitative Tightening (QT) “Experiment”
    • Fed Funds Rate Path
    • QT Assumption
  • Interest Rate Outlook
  • Economy Growth, Inflation, Earnings, Fed, Interest Rates and the Stock Market
    • Tightening as Far as Eye Can See
    • Fair Value and Ranges for a Still Ongoing Equity Bull Market with Correction Not Yet Over