» REPLAY – Sinai’s Employment Conference Call – April 2018 Decision Economics

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