Robertson Stephens' Garretty on US Jobs Reports

The video discusses the Federal Reserve's focus on job growth and economic growth, with expectations of 200,000 to 250,000 jobs created. It highlights concerns about labor force participation, especially among older workers, and its impact on the economy. The strength of the US dollar is attributed to clear monetary policy and investment demand. The Fed's interest rate strategy aims for a long-term plan, with market expectations of a peak rate by March. Market volatility and liquidity issues are examined, with a focus on employment and recession risks.

What is the Fed's long-term growth outlook for the US economy?

What major risk could change the current perception of recession in the US?

How does the Fed hope to manage labor market tightness without causing significant job losses?