EPISODE · Aug 14, 2023 · 9 MIN
Asset Allocation Bi-Weekly - Where’s the Recession? Examining Employment (8/14/2023)
from Confluence Podcasts · host Confluence Investment Management
A U.S. recession due to higher interest rates no longer seems imminent as the rate of inflation has been falling and the unemployment rate is near a 60-year low. Confluence Chief Market Strategist Bill O'Grady joins the podcast to discuss one of the main reasons we have avoided a recession so far – the tight labor market – and whether we can expect labor conditions to remain tight in the months ahead.
What this episode covers
A U.S. recession due to higher interest rates no longer seems imminent as the rate of inflation has been falling and the unemployment rate is near a 60-year low. Confluence Chief Market Strategist Bill O'Grady joins the podcast to discuss one of the main reasons we have avoided a recession so far – the tight labor market – and whether we can expect labor conditions to remain tight in the months ahead.
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Asset Allocation Bi-Weekly - Where’s the Recession? Examining Employment (8/14/2023)
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