REPLAY – Employment Conference Call – 6/2/17

Posted June 2, 2017 by rvillareal

The Labor Market, Economy, Fed—Does the “Beat Roll On?”

• The Labor Market in May—“Beat Rolls On? Or Not?”

• Strong Again? Mixed?  Weak?  Payrolls, Unemployment Rate, Average Hourly Earnings (AHE)
• Where and When “Full Unemployment”?
• The Low Unemployment Rate and Low Inflation Puzzle—Some Possibilities
  • The Economy in Q2 and Beyond—Basic Prospect and Macro Risk Alternatives
• Solid Consumer Spending and Saving Suggested by Jobs and Income
• Household Balance Sheet Big Support
• Business Capex Coming On?
• Trumponomics and the Economy
  • The Fed Scenario Going Forward
  • Markets—Equity Market Fair Value and Ranges, Interest Rates, Dollar Rangebound

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