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How the Labor Market Impacts Inflation & Why We’re Watching Jobless Claims

In case you missed the latest jobs report, CAP STRAT’s Will Woodall and Mike Rarey, CFA, make sense of the recent layoffs, the tightest labor market since 1969, and why jobless claims matter. In this episode, we’ll cover:
– Earnings recession vs. economic recession
– How weekly jobless claims are trending
– The impact of unemployment on inflation

Will Woodall

Will Woodall

Managing Principal

Will is Managing Principal of CAP STRAT and leads all aspects of the business enterprise, overseeing the investment strategy and process, technology, operations, business development, and client service.

Mike Rarey

Mike Rarey, CFA

Director of Investment Research

Mike oversees CAP STRAT's investment research processes and leads the development of CAP STRAT's economic and financial market outlook and capital market assumptions.