REPLAY – Sinai’s Employment Conference Call – April 2018

Posted April 6, 2018 by rvillareal

Jobs and Employment—Due for a Pause?

• S. Jobs and Employment—Boomy. Can It Continue?
• Jobs and Employment—March Labor Market Results
  • Strong? Weak?  Mixed?
  • Nonfarm Payroll (Jobs); Employment (Persons Working); the Unemployment Rate; Other Labor Market Measures
  • Wage Inflation and the “Wage-Phillips Curve”—Clicking-In Yet?
• March Labor Market Implications—Growth, Inflation, Fed
  • S. Economy—“New” New Normal Higher Growth?
  • Inflation Prospect Forces “Up” and Forces “Down”
  • S. Economy “Baseline Prospect” and Macro Risk Scenarios
  • Fed Policy
• Major Near-Term “Macro Risks”—Looming Large
  • Fed and Interest Rate Jitters
  • The “Trump Risks”
  • Tech Overdone
  • Political and Geopolitical Issues
• Financial Markets
  • Interest Rates and the Yield Curve
  • Stock Market—Looking to Coming Profits Results
  • Fair Value Ranges and Targets—Downside and Upside