REPLAY – Employment Conference Call – 5/5/17

Posted May 5, 2017 by rvillareal

The Labor Market, Economy and Inflation,

Fed and the Markets

• The Entry Spring Labor Market—April—Weak, Strong, Mixed?

• Jobs and Related
• Unemployment Rate and Labor Force
• Wage Inflation—Picking Up or Relatively Stable?
  • Economy—Weak, Strong, or Uncertain?
• Labor Market Story vs. GDP—Similar or Different
• Sentiment, Spending, Economy and the Labor Market
• First Quarter S&P Earnings Profits—Messages for the Economy
• DE Baseline Prospect “Overshoot” and Alternative Macro Scenarios
  • Federal Reserve Meeting, What’s Next, and the DE Fed Scenario
  • Interest Rates, the Equity Market, and the Dollar