» REPLAY: Employment Conference Call – August 2018 Decision Economics

REPLAY: Employment Conference Call – August 2018

Posted August 3, 2018 by rvillareal

U.S. Labor Market—Summer Heat?

  • Still Hot Labor Market in the Summer Heat?
    • Jobs, Employment and Unemployment in July—Hot, Cold, Neither Hot Nor Cold
    • Wage Inflation and the “Phillips Curve”: Finally Clicking-In?
  • Labor Market, Consumption Fundamentals, and the Economy
    • DE “Basic Prospect” (70% Odds, Up From 65%)—“New” New Normal Emerged and Emerging
    • Macro Risk Alternatives— Growth Disappointment on Trade and Protectionism (15%, Unch.); Boom-Bust (10%, Unch.); Recession (5%, Unch.)
  • Latest Federal Reserve Meeting, Fed Prospect and Interest Rates—Are the Fed Forecasts and Interest Rate Prospect Changing?
  • S&P500 Earnings Update and Prospect
    • Fair Value and Fair Value Ranges
    • DE Asset Allocations—Broad; Sector Earnings and Allocations