Will U.S. Jobs Report Halt a Possible Stock Correction?

The video discusses the current state of US equities and the global economic outlook, emphasizing that recent data does not alter the medium-term perspective. It explores the bond market, suggesting high-grade bonds over government bonds due to global deflationary pressures and Brexit. The video also analyzes jobs numbers, highlighting the volatility and the importance of the three-month moving average. It concludes with a discussion on full employment, wage growth, and the factors affecting these metrics, noting that the unemployment rate may be higher than reported due to demographic adjustments.

What is the medium-term outlook for the U.S. economy according to the speaker?

How does the speaker view the relationship between global deflationary pressures and bond markets?

What does the speaker suggest about the current state of job numbers and unemployment rates?

What is the significance of the three-month moving average in understanding employment trends?

How does the speaker interpret the relationship between employment rates and economic recovery?

According to the speaker, what is the estimated unemployment rate when adjusted for current hiring rates?

What factors does the speaker believe contribute to the current wage growth situation?