REPLAY: Employment Conference Call – 11/2/18

Posted November 2, 2018 by rvillareal

The Surprising American Jobs Machine—Still Surprising?

American Jobs Machine in October—Still Grinding Out Lots of Jobs?
- Report—Strong, Weak, Mixed?
- Nonfarm Payrolls (Business Jobs); Household Survey Employment (Persons)
- Unemployment Rate and Average Hourly Earnings—How Tight the Labor Market, How Much Slack?
Labor Force Participation Rate and Labor Force Growth—“Supply-Side” Clicking-In?
Labor Market Slack and Wage Inflation—Picking Up?
Labor Market and Q4 Economy
- Still a Higher Growth Path—“New” New Normal
- After the Employment Report—DE “Basic Prospect” and Macro Risk Alternatives
- Story of 2018—Picture is Strong Growth, Low Unemployment, Low Inflation, Huge Business Profits Growth—Why and Can It Continue in 2019?
Implications for Fed Policy—In Transition, the Prospect and Interest Rate Outlook
Financial Markets
- Q3 S&P500 Earnings Summary and Projections
- Earnings Projections and Sector Lineup
- S. Equity Market—Fair Value and Ranges
S. Dollar Outlook and Ranges