Investor Expectations and Labor Market Conundrum

Big Changes to Investor Expectations

  • Investor expectations for 2022 inflation has risen from 3.5% to 5.6%
  • Expectations for SOFR have doubled from 1.5% to 3% by mid-2023
  • FedWatch tool indicating a 50-basis point Fed rate hike on May 4
  • Investors expecting dividend growth in 2022 at 6.9%, up from 5% due to inflation

Watch video

Tight Labor Market Seeks More Workers

  • U.S. economy just 1.5 million jobs short of full employment
  • Employers are looking to hire 11.7 million workers
  • Hourly wages have risen 5.6%, the fastest pace in decades
  • Are even higher wages needed to fill job vacancies?

Watch video