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

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