US | Don’t fret, the workers will be back
Talk of US labor shortages is everywhere. But rather than a shortage, we see a transitory mismatch between the supply and demand of workers in sectors most affected by the pandemic.
Download this report to get our Labor Mismatch Heatmap, and find out:
- What’s holding back labor supply?
- Which industries have been mostly affected by the labor mismatch?
- What if workers take longer to come back?
- Our latest labor force participation rate (LFPR) forecast.
BoK’s monetary policy to tighten even as hiking cycle ends
Even without rate hikes, central banks' monetary policies can effectively tighten if the nominal neutral rate falls below the policy rate. We expect this will be the case for the Bank of Korea this year, as the gap between the policy rate and the nominal neutral rate widens.Find Out More
Why China isn’t about to save the world economy
The earlier and faster than expected ending of zero-Covid restrictions in China bodes well for the global economy and adds to the recent run of positive news.Find Out More