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Steady And Disappointing - July Jobs
- Steady Labor Market Growth.
- Continued Weak Participation.
- Still NO wage growth.
Good News And Mark Twain
- June Jobs 2014.
- Informal Economy.
What Jobs May (2014) Come
Fri, Jun. 6 • 7 Comments
- Jobs report.
- Wealth effect.
- Economic growth.
April Data Showers
- April Non Farm Payrolls.
- GDP, economic growth.
Long March Forward On Jobs
- Non-Farm Payrolls have improved but wages and job quality have not.
- We expect upward wage and interest rate pressure and downward pressure on equity multiples.
- Wages, job quality are at least equally important with net new jobs created.
February Jobs, Just Enough Growth?
Mon, Mar. 10 • 1 Comment
- February Jobs Report: A look at the BLS Data with contextual awareness.
- Productivity: Productivity keeps rising, as does output, with wages stagnant to down. The downward pressure on unit labor costs is missing effective demand.
- Wages: The bottom 80% of households, by income, live, die, buy, save on wage changes. Absent sustained wage growth, we will not have a robust recovery.
- Demographics: It has been tough for the young. Greater wage losses, higher debts and lower labor force participation among younger Americans is a huge macro issue.
- December Jobs Disappointment
- November Data: Holiday Gift?
- A Tapering Economy?
Hot June Jobs
Jul. 5, 2013 • Comment!
In Like A Lion - March Jobs
Apr. 5, 2013 • Comment!
Calm Before Sequester Storm?
Mar. 8, 2013 • 2 Comments
On Trend, What Trend?
Feb. 1, 2013 • 3 Comments
Absent Earnings Growth In 2012
Jan. 4, 2013 • 1 Comment
- Election Jobs Report October
- Middling Report With Upward Revisions
- Housing Rises Again?
- A Look At The July Jobs Report
- Lion Of March Jobs Report
Aug. 26, 2011 • Comment!
A Strange and Disappointing Recovery
Aug. 9, 2011 • 1 Comment
- Price and Competition: Netflix and Sensitivity in New Tech
Making the State Cyclical
Feb. 25, 2011 • 2 Comments
December NFP and the Tug-of-War Economy
Jan. 9, 2011 • Comment!
- Municipal Debt: Got Local Knowledge?
Looking Beyond a Weak Jobs Report: A View on Productivity and Labor Costs
Dec. 3, 2010 • 1 Comment
Qualitatively Wrong About Quantitative Easing?
Nov. 24, 2010 • 3 Comments
Shifting Shares and Price Targeted Policy
Nov. 15, 2010 • Comment!
- Good Economic News vs. Bad Economic News: The Dumbbell Effect
- 2010 State of the Union: Three Looming Risks
U.S. Economy - Doubters vs. Believers
Jun. 12, 2009 • 5 Comments
- China Needs an Economic Transformation