Artwork

Blockworks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Blockworks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

1:37:57
 
공유
 

Manage episode 424100107 series 3300108
Blockworks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Blockworks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Eric Pachman on Twitter https://x.com/EricPachman

Follow Bancreek on Twitter https://x.com/bancreek

Bancreek’s CPI tool: https://www.bancreek.com/p/checking-the-tape-may-2024-cpiu

Bancreek’s PCE tool: https://www.bancreek.com/p/april-2024-pce-update

Bancreek’s labor market tree map: https://www.bancreek.com/p/us-employment-data-treemap

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:57) The U.S. Labor Market

(03:57) Tree Map Of Where New U.S. Jobs Are Being Created (It's A LOT In Healthcare and Government Sector)

(19:50) VanEck Ad

(23:17) The Growth In U.S. Government Jobs

(28:39) U.S. Healthcare Industry Is Incentivized For High Prices And High Job Growth Is A Consequence

(45:00) Homebuilding, Oil & Gas, and Retail

(52:11) Inflation Masterclass: Differences Between CPI & PCE

(01:11:35) Healthcare in PCE & CPI

(01:28:46) With Housing Inflation Where It Is, It Is Nearly Statistically Impossible For Inflation To Be At Or Below The Fed's Target of 2%

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

415 에피소드

Artwork
icon공유
 
Manage episode 424100107 series 3300108
Blockworks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Blockworks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.

Follow Eric Pachman on Twitter https://x.com/EricPachman

Follow Bancreek on Twitter https://x.com/bancreek

Bancreek’s CPI tool: https://www.bancreek.com/p/checking-the-tape-may-2024-cpiu

Bancreek’s PCE tool: https://www.bancreek.com/p/april-2024-pce-update

Bancreek’s labor market tree map: https://www.bancreek.com/p/us-employment-data-treemap

Follow VanEck on Twitter https://twitter.com/vaneck_us

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance

Follow Blockworks on Twitter https://twitter.com/Blockworks_

__

Timestamps:

(00:00) Introduction

(00:57) The U.S. Labor Market

(03:57) Tree Map Of Where New U.S. Jobs Are Being Created (It's A LOT In Healthcare and Government Sector)

(19:50) VanEck Ad

(23:17) The Growth In U.S. Government Jobs

(28:39) U.S. Healthcare Industry Is Incentivized For High Prices And High Job Growth Is A Consequence

(45:00) Homebuilding, Oil & Gas, and Retail

(52:11) Inflation Masterclass: Differences Between CPI & PCE

(01:11:35) Healthcare in PCE & CPI

(01:28:46) With Housing Inflation Where It Is, It Is Nearly Statistically Impossible For Inflation To Be At Or Below The Fed's Target of 2%

__

Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

  continue reading

415 에피소드

Все серии

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드