» REPLAY |DE | Monthly | Upcoming Employment Conference Call | Labor Market in January—Next Big Indicator Up – 2/4/22 Decision Economics

REPLAY |DE | Monthly | Upcoming Employment Conference Call | Labor Market in January—Next Big Indicator Up – 2/4/22

Posted February 4, 2022 by rvillareal

Labor Market in January—Next Big Indicator Up
Strong and Still “Hot?”…or Not “Hot”?

 Labor Market in January—Key to Whether or Not Fed’s “Full Employment” Goal Being Met
• Nonfarm Payrolls (Jobs—Companies); Unemployment Rate (Persons Working, HH. Survey); Labor Force Participation Rate (LFPR)
• Wage Costs—Avg. Hrly. Earnings —Cost-Push Inflation? “Spiral” Risks
• Where Strong? Weak? COVID-19 Effects
 Full Employment? How Far Now? How Close?
 Inflation Process—Classic “Demand-Pull” with Supply-Side Constraints
 Fed Policy Implications, Interpretation, DE Fed Scenario Monetary Policy Path
 “Boomy Expansion” (Odds 75%)—Key Parameters and Prospects
• Economic Growth and Unemployment
• Inflation
• Earnings
 Financial Markets—Interest Rates, Multiples on Forward Earnings, Current Fair Value and Ranges