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Hedgeye Health Care Live Q&A | Employment Data Shows Demand Slowing and Wages Accelerating Monday, December 9, 2019 @ 2 PM ET - Add to Outlook Calendar Healthcare & Health Policy Subscribers: CLICK HERE for event details (includes video link, materials link and dial-in). |
Please join us Monday at 2:00 PM ET for a *live* presentation and Q&A as we discuss our takeaways from the employment reports from last week and the impact to our Position Monitor. Health Care Labor Demand model remains in a solid growth trajectory, but the underlying trend is beginning to decelerate with implications for consensus growth expectations and company results heading into 2020. In the short term, expectations remains subdued and revisions have only recently begun to inflect higher, so our long bias remains. With the massive upward inflection in wage growth, we are moving AMN into the top long spot.
Thomas Tobin
Managing Director
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Emily Evans
Managing Director – Health Policy
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