REPLAY : Employment Conference Call – 5/4/18

Posted May 4, 2018 by rvillareal

“Full Employment Zone”—Getting There?

If So, What Then?

• Full Employment Zone—There?
  • April Labor Market—Strong; Mixed; Weak?
  • Jobs, the Unemployment Rate, Wage Inflation, Other Indicators
• Approaching Full Employment—If So…
  • Wage Inflation—Stable or Accelerating? The Key Sign
  • “Wage Phillips Curve”—Still Dormant or Not?
• Economy and the Labor Market—The Labor Market and the Economy
• …Then—the Forward Look—DE “Basic Prospect”
  • Growth; Employment and Unemployment; Inflation; Profits
  • Tax Cuts: “Permanent” with “Permanent” Effects”—Economy, Inflation, Profits
• Federal Reserve Meeting: Results and Policy Outlook
• Interest Rates—Fundamentals and Forecasts
• Bull Equity Market to Continue?—Fundamentals and Forecasts
  • Earnings Blowout in Q1
  • New DE Fair Value Directional Point and Ranges—Higher
  • P/E Ratio?
• S. Dollar—Fundamentals and Forecasts

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