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Recessions

Looking at some long-term trends in the employment numbers

January 8, 2010

A new data point emerged in the reporting on the job figures today: the employment population ratio. The metric a fairly absolute measuring stick: What percentage of the people in the United States, of any age, are employed at anyone time.
One version of the data is presented below in a chart from [...]

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What will a long stretch of high unemployment mean?

November 17, 2009

John Mauldin’s letter this week was detail, thought-provoking and important for anyone who is planning their business strategy for the next several years.
Maudlin built on an argument that he introduced a couple of months ago. Drawing on the work of several colleagues, Maudlin empirically demonstrated that the economy was unlikely to replace the volume [...]

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The current state of the economy in 5 pictures

October 1, 2009

Let’s take a step back and look at some of the big trends that are driving the consumer economy.
First, the change in private-sector employment. While the month-to-month employment figures have been moderating, we are still looking at the loss of 7 million jobs in the last two years. That makes people feel insecure [...]

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Americans can be happy and spend less

October 1, 2009

BigResearch’s September American Pulse poll shows that Americans, by and large, are happy.

The older you are, the happier you are, and if you are a women you’re more likely to be happy than the man you are with.
How does this square with consumer confidence?

One story of this recession has been the precipitous drop in consumer [...]

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