The news has been awash with global reports of shortages. The US particularly, is feeling the impact of a labor shortage. Many questions surround the tightness in the US labor market such as why has this happened, will it continue and what impact will this have on the economy?
In this month's memo we:
- Take a look at the current state of the US Labor Market
- Examine the social and economic factors affecting the labor shortage
- Explain why we think that the time to reach normalcy could potentially be longer than a year
- Share how investors should position their portfolios to minimize the downside risk in the likely scenario of a steepening US Treasury curve
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