Like many aspects of the post-pandemic economy (from automobiles to homes to washing machines), supply, not demand, is the issue with the labor market. We look at a few contributing reasons for the labor shortage.
5-Minute Huddle (blog)
The key to investing success isn’t necessarily forcing yourself to sit through white-knuckle drawdowns but instead positioning your portfolio in advance to avoid white-knuckle syndrome.
While the Fed’s imminent shift in monetary policy is not expected to impact economic growth, the decline in the Federal government’s fiscal stimulus spending could have a pronounced impact.
The Evergrande situation is extremely complicated and has the potential to significantly impact the Chinese economy. The broader concern is that an uncontrolled failure of Evergrande could affect international commerce, as China represents 16.3% of the global economy.
With high demand for workers and some 9 million would-be laborers no longer receiving government assistance, will hiring pick-up substantially in the coming months?
Current data points suggest that daily Covid-19 (and its variants) infections may have peaked. If the current trends continue, it would be a bit of sorely needed good news on the Covid front.
The number of publicly traded stocks is declining. Entrepreneurialism isn’t dead as new company formation is robust. However, companies are staying private longer and thus private equity investors capture the fastest growth rates of companies before turning them over to public market investors.
While the inflation rate will eventually subside, higher prices for many goods and services will never decline. Hence, while economists can quibble about the definition of “transitory,” the fact is that inflation is now embedded in some prices, which erodes U.S. dollar purchasing power.
The general public and investors alike appear to have two very distinct views of the world right now, which is pushing and pulling markets daily.
The Federal Reserve held its fifth of eight meetings last week, and the general conclusion is that it was about as accommodative as it could be in the face of current economic growth and inflation levels.