Replay | DE | Monthly | Employment Conference Call | The Great American Jobs Machine— Still Cranking or Slowing Down?- May 2019

Posted May 3, 2019 by rvillareal

The Great American Jobs Machine—

Still Cranking or Slowing Down?

• Start of Second Quarter—Labor Market: Strong, Weak, Mixed?
  • Jobs, Employment and Unemployment, Wage Inflation and Costs
    • Momentum
    • Strengths, Weaknesses, Implications
  • Messages and Themes from the Employment Report
    • Labor Market and the Prospect
    • Labor Market and Economic Growth Prospect
    • Labor Market and Wage Costs—The Inflation Prospect
    • “Phillips Curve” Still Dead?
  • Federal Reserve Meeting, Results, Policy Prospect
  • Fed and Interest Rates
  • DE “Macro Prospect”: Breaking-Out and Up? Q2 and Beyond
    • How Long Yet the Expansion?
    • Why a Downturn Still a Way Aways
  • Company Earnings
    • Q1 Earnings and Beyond
    • DE “Forward Earnings”
    • P-E Multiples and DE Fair Value and Ranges
  • Bull Equity Market Still Running