Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content
Strategy Report

Missing Older Workers Give The Fed A Lingering Headache

by Dhaval Joshi, Chief Strategist  

1 in 17 older Americans workers have gone missing either through ‘excess retirements’ or ‘excess mortality’. The consequent dislocation of the labour market means that the Fed’s work is not yet done. We go through some investment implications. Plus: the China and Japan rallies are exhausted.

BCA Research | Counterpoint

Global Investment Strategy, Counterpoint, Emerging Markets Strategy, China Investment Strategy, European Investment Strategy, US Investment Strategy.

Stay Connected with BCA

Get our latest events and research insights delivered to your inbox.

The BCA Way

Our Philosophy, Your Edge

Discover More