The Great Worker Shortage - Notes on the Week Ahead

What this episode covers

Despite a disappointing gain in non-farm payrolls in November, numerous recent data points show an extraordinary excess demand for workers. This excess demand won’t persist forever. However, it’s important to understand its causes as this can provide some guidance on two crucial questions, namely, how long might it last and how will it be resolved. The answers to these questions can also help in assessing which asset classes could outperform in 2022 and beyond.

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Frequently Asked Questions

How long is this episode of Notes on the Week Ahead?

This episode is 10 minutes long.

When was this Notes on the Week Ahead episode published?

This episode was published on December 6, 2021.

What is this episode about?

Despite a disappointing gain in non-farm payrolls in November, numerous recent data points show an extraordinary excess demand for workers. This excess demand won’t persist forever. However, it’s important to understand its causes as this can...

Can I download this Notes on the Week Ahead episode?

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