REPLAY | Monthly | Upcoming Employment Conference Call (Fri.) | Lots of Jobs, Lots of Hiring, Lots of Persons Working. Moving Toward Full Employment?

Posted December 7, 2021 by rvillareal

• Labor Market (Nov.); Weak, Mixed, Strong, Very Strong?
  • Jobs (Payrolls); Unemployment Rate (Persons Finding Work, Supply of Labor); Wage Cost Inflation
  • Demand-driven Labor Shortages? Mismatch in Openings and Supply
  • Case of the “Missing Workers”—Still Staying Away?
  • Structural Shift in the Labor Market—Techno-centric More-and-More
• Full Employment Within Reach?
  • Unemployment Rate
  • Distribution of Employment and Unemployment
• DE “Basic Prospect” (Odds 75%)—Growth, Inflation, Unemployment,

   Profits

• Omicron Risk?
  • Inflation and Fed Risk
• Fed “Sudden” Shift Data-Based
  • Powell “Bombshell” Testimony—Evidential Chair
  • Behind the Curve?
  • DE Fed Scenario Going Forward—Hawkish but Accommodative
• Financial Markets—Equity “Correction” or “Consolidation”?
  • Interest Rate Prospect
  • Fair Value Points, Ranges and P/E Going Forward—Still a Bull Equity Market