Earlier today we reviewed health care's most important input - labor - and the role it was and will continue to play in health care inflation and the fed's favorite metric, Personal Consumption Expenditures. We also reviewed our least favorite topic, mortality and our second least favorite topic - for now anyway - fertility. The macro trends for health care are mostly positive as inflation accelerates, growth in procedures continues and reimbursement remains largely permissive.
Replay is here.
Timestamps:
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0:00 - 4:43 - Introduction and Overview 4:45 - 20:05 - Employment, Hours Worked, JOLTS, Contract Labor, PMI 20:05 - 30:22 - Inflation in Labor, Pharmaceuticals & Equipment and Supplies 30.22 - 40:44 - Inflation, Payers and Influence on PCE 40:44 - 48: 03 - Mortality Normalizing? 48:03 - 56:03 - Fertility, Transitory Problems? |
Let me know if you have any questions.
Emily Evans
Managing Director – Health Policy
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