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Robert Reich

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America's Jobs Deficit, and Why It's Still More Important Than the Budget Deficit

Posted: 02/ 3/2012 2:12 pm

The most significant aspect of January's jobs report is political. The fact that America's labor market continues to improve is good news for the White House. But as a practical matter the improvement is less significant for the American work force.

President Obama's only chance for rebutting Republican claims that he's responsible for a bad economy is to point to a positive trend. Voters respond to economic trends as much as they respond to absolute levels of economic activity. Under ordinary circumstances January's unemployment rate of 8.3 percent would be terrible. But compared to September's 9.1 percent, it looks quite good. And the trend line -- 9 percent in October, 8.6 percent in November, 8.5 percent in December, and now 8.3 percent -- is enough to make Democrats gleeful.

But the U.S. labor market is far from healthy. America's job deficit is still mammoth. Our working-age population has grown by nearly 10 million since the recession officially began in December 2007 but many of these people never entered the workforce. Millions of others are still too discouraged to look for work.

The most direct way of measuring the jobs deficit is to look at the share of the working-age population in jobs. Before the recession, 63.3 percent of working-age Americans had jobs. That employment-to-population ratio reached a low last summer of 58.2 percent. Now it's 58.5 percent. That's better than it was, but not by much. The trend line here isn't quite as encouraging.

Given how many people have lost their jobs and how much larger the total working-age population is now, we've got a long road ahead. At January's rate of job gains -- 243,000 -- the nation wouldn't return to full employment for another seven years.

When they're not blaming Obama for a bad economy, Republicans are decrying the federal budget deficit and demanding more cuts. But America's jobs deficit continues to be a much larger problem than the budget deficit.

In fact, we can't possibly achieve the growth needed to reduce the budget deficit as a proportion of the total economy unless far more people are employed. Workers are consumers, and consumer spending is 70 percent of economic activity. And cutting the budget means fewer workers, directly (as government continues to shed workers) and indirectly (as government contractors have to lay off workers) and therefore fewer consumers.

Yet deficit hawks continue to circle. State and local budgets are still being slashed. The federal government is scheduled to begin major spending cuts less than a year from now. Republicans are calling for more cuts in the short term. Austerity economics continues to gain traction.

Meanwhile Congress is debating whether to renew extended unemployment benefits. This should be a no-brainer. The long-term unemployed, who have been jobless for more than six months, comprise a growing share of the unemployed. (In January they rose from 42.5 percent to 42.9 percent).

Republicans say unemployment benefits are prolonging unemployment, that people won't get jobs if they get unemployment checks from the government. That's claptrap, especially when there's only 1 job opening for every 4 people who need a job. Republicans also say we can't afford to extend jobless benefits. Also untrue. Jobless workers spend whatever money they get, and their spending keeps other people in jobs.

Government should extend unemployment benefits, and not cut spending until the nation's rate of unemployment is down to 5 percent. Then, and only then, should we move toward budget austerity.

The job situation is better than it was but it's still awful. The jobs deficit is still our number one economic problem. Forget the budget deficit until we tame it.

Robert Reich is the author of Aftershock: The Next Economy and America's Future, now in bookstores. This post originally appeared at RobertReich.org.

 
 
 

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HUFFPOST SUPER USER
cajundave
10:19 AM on 02/06/2012
Isn't it odd that Republicans suddenly started worrying about the deficit? Isn't it odd that the cost of the two wars was not included in the Budget, yet when the Obama administration included it, they were blamed for the sudden increase? I've seen constant bashing from the RW concerning the economy, yet they have no answers. The president tried to engage them in policy decisions and they refused to compromise. They now want to complain, when in fact, they did nothing to help. The Republican Party knew from the start that if the economy were to improve, that would mean a sure victory for Obama. Why do you think the Republicans have such a weak field of candidates? They know they don't have the answers and most of them don't want to take the chance that they would fail to make things better.
HUFFPOST SUPER USER
jmounday
Don't believe anything you read below
06:17 AM on 02/06/2012
Who runs education in America?Is it working as planed?
HUFFPOST SUPER USER
frank1946
Tell the Truth
01:28 AM on 02/06/2012
1,200,000 people dropped out of the Labor Market in January 2012, plus 243,000 new Jobs
reduced Unemployment Rate to 8.3 % ( 1,423,000 reduction in Unemployment of which
85 % is from people dropping out of the Labor Force).

America is in deep trouble.
07:22 PM on 02/05/2012
TrimTabs tracks federal withholding taxes, it's shows that the total payroll taxes collected has drops. So one of two things, fewer jobs or lower wages.
10:56 AM on 02/06/2012
Both.
06:53 PM on 02/05/2012
How to create jobs...

1. Remove pay roll tax.
2. Cut Corpoate tax to 10%.
3. Cut Capital gains tax to 10%.
4. Pull out of all foreign wars and cut the cost of healthcare to pay for it more college degrees.

The tax cuts will pay for themselves.
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HUFFPOST SUPER USER
dcflush
The nickname is about poker, not politics
10:44 PM on 02/05/2012
Wait, MORE tax cuts? I don't understand how the right-wing can continue to bang that drum. Tax cuts are the lowest they've been in generations and IT'S NOT WORKING! More astounding is how anyone believes them when they say 'tax cuts will pay for themselves', when it hasn't been true and continues to not be true.

On top of that, what does your 4 mean? You say "cut the cost of healthcare", as if that is just a decision to make. Am I to take it by that statement, that you are a believer in single-payer healthcare, sort of like Canada?
06:50 PM on 02/05/2012
You can spin the numbers anyway you want. We are still down 7 million from 2007. At 250,000 per month it will take 5 years to get even.
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banana republican
Next in line for crumbs from the King's Table
04:57 PM on 02/05/2012
Obama could immediately improve the income level of the middle class and he could significantly discourage the exporting of jobs by simply placing a tariff on Chinese imports equal to the amount that China manipulates their currency. But he won't touch it. Why? I honestly don't know but have concluded that he won't do anything that improves the jobs situtation and diminishes the effectiveness of his class war fare political strategy. It there's an Obamaholic out there who can offer a different credible explanation, I'm eager to hear it.
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HUFFPOST SUPER USER
Scott Leland
10:26 AM on 02/07/2012
The week before the Super Bowl has the highest new television sales of each year with millions of them being sold, not one of them "Made in The USA." Your modest tariff idea might encourage the manufacturers to set-up facilities in our country.
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HUFFPOST SUPER USER
mhh310351
Roosevelt Democrat
02:55 PM on 02/05/2012
hey! it's a case of our government putting the cart in front of the horse. Fix the jobs deficit and the budget deficit becomes much easier to fix. Instead of extending unemployment people put money in the budget in the form of taxes.
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HUFFPOST SUPER USER
Scott Leland
10:29 AM on 02/07/2012
Who is causing our country's economic problems: not enough Americans working, paying income taxes and contributing to their Social Security accounts:

http://www.flixya.com/blog/3201910/Beautiful-Butterflys
02:28 PM on 02/05/2012
I agree, 8.3% unemployment is better than 9.1%. While it is definitely a step in the right direction, 8.3% is still way too high and it's been too high for too many years now.

We need a real economic recovery plan, one that is focused on creating jobs and that plan is here at www.savingsocialsecurity.net. We need to embrace this plan. Please get your FREE copy of the plan, write your congressional representatives in support and tell all your friends to do the same.
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HUFFPOST SUPER USER
Scott Leland
10:30 AM on 02/07/2012
I am using the computer at the Public Library and it will not allow downloads like that, perhaps you could summerize it for US?
George Picard
Send lawyers, guns and money
10:37 AM on 02/05/2012
How big does the debt have to get before it matters, we are heading towards 20 trillion in debt in the next 5 years. When do we start caring about leaving this to our kids. 25 Trillion? 30? When?
10:44 AM on 02/05/2012
RR subscribes to the Cheney "deficits don't matter" philosophy.
12:32 PM on 02/05/2012
Why should the deficit matter?
George Picard
Send lawyers, guns and money
12:53 PM on 02/05/2012
That is one of the saddest things I have ever heard?

I hope you are joking.
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HUFFPOST SUPER USER
Scott Leland
10:33 AM on 02/07/2012
The deficit "matters" because the money borrowed to cover must be paid-back. Who is the cause of not enough Americans working, paying income taxes and contributing to their Social Security accounts?

http://www.flixya.com/blog/3201910/Beautiful-Butterflys
10:18 AM on 02/05/2012
"The fact that America's labor market continues to improve is good news for the White House"

But it's bad news for you because for the last 2 years you have wrote on a weekly basis how we will not have job increases without a second stimulus that is twice as large as the first one . . .

You were 100% wrong.
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HUFFPOST SUPER USER
William1950
everything I say could be wrong.
12:02 PM on 02/05/2012
you seem to subscribe to the theory that politicians or political means can affect the job market... jobs come from demand, jobs are created when manufacturers cannot keep up with demand...
technology has reduced the need for human labor and will continue to do so... unemployment will rise over time and we had better decide what to do with our society. we will have permanent unemployment levels unthinkable in our present mindset...
chux3863
There's no next time.It's now or never
03:00 PM on 02/05/2012
A new clean energy source is the answer.Just think of the millions of jobs to retool not only our infrastructure but all of them around the world.
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HUFFPOST SUPER USER
Scott Leland
10:36 AM on 02/07/2012
Yes, you are right about technology affecting the need for workers. One thing the government could do though is Stop Immigration Now, our country does not need any more immigrants with 25 millionj Americans unemployed.
07:01 PM on 02/05/2012
The growth is down to Bush's tax cuts remaining in place. Obama wanted to remove them and borrow more.

If Obama had not been blocked the USA would look identical to Europe. No growth, high unemployment and loss of AAA ratings.

I dislike Republicans but they got it right. However it may lose them the election.

Politics is a crazy world I guess.
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HUFFPOST SUPER USER
GomezAddams
Never go to bed angry... Or with a republican.
10:04 AM on 02/05/2012
Republican­s are on record saying they will do anything to make Obama a one term President.

The Republican­s have weakened this nation to unseat Obama.
The Republican­s have lied to this nation to unseat Obama.
The Republican­s have failed to negotiate in good faith to unseat Obama.
The Republican­s have attacked the women in your life to unseat Obama.
The Republican­s have denied Americans freedom to unseat Obama.
The Republican­s have not created one job to unseat Obama.

The Republican­s were elected to lead, create jobs and make America more secure for our children. They have failed spectacula­rly and now feel they deserve to be in the majority. What gall, what arrogance, what hubris, what a bunch of hypocrites­. My entire life has been spurts of innovation and growth under Democrats and then years of undoing the progress we gained by the Republican­s. I am so sick of going backwards.
03:17 PM on 02/05/2012
So true. It's called arogance on steroids.The previous prez tried to break the country by pitting one group against another ( old vs. young with social security fiasco) just one of many examples. Spending money like a drunken sailor. Funny never heard 90% of these bashers have anything to say about the money he was spending back then???????????? They have no answers except coming up with bogus problems instead of working on acual ones. Lets fix the bogus voting Fraud problem so on and so on. Easier to pretend to work on problems that don't exist then working on acual solutions to ones that our current prez is trying to address.
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HUFFPOST SUPER USER
David Durham
Just a guy who tries to stay informed and stand fo
10:04 AM on 02/05/2012
Okay, aggregate demand is composed of consumption, investment, government expenditures minus taxes and exports less imports. Austerity and budget cutting involves a combination of reducing government expenditures and increasing taxes. If you refuse to consider the idea of increasing taxes you are not serious about deficit reduction. Now, if you do both of these things, reduce spending and increase taxes, you will reduce aggregate demand by the amount you cut spending plus the tax increase. History shows that aggregate demand is often reduced more than these two amounts taken together. Employment is a function of aggregate demand and unemployment must rise if you reduce spending and increase taxes. The only way to break this vicious cycle is to invest in employment and tax those individuals and entities that can afford a small tax increase, say 4%.
S M V
Give me your tired, your poor, Your huddled masses
09:44 AM on 02/05/2012
"Workers are consumers, and consumer spending is 70 percent of economic activity. And cutting the budget means fewer workers, directly (as government continues to shed workers) and indirectly (as government contractors have to lay off workers) and therefore fewer consumers"

Everyone that believes the economic growth is driven by consumption needs a lesson in economics. So here goes:

Picture people shipwrecked on an island. They managed to save some amount of food from the wreck but none of them know how to get more. They divide the food evenly between them. Unfortunately a couple people's food is flooded during the next storm. The authors theory of consumption driven growth would say the people that lost their savings, through no fault of their own, should be given jobs to earn their share of the limited remaining food supply and that it does not matter if these jobs are productive.

Clearly this does not make society richer.

The author would argue that someone on the island has the capability to produce food but is not doing so because there is no demand. Or to put it another way, there is no service that the people who's food supply was destroyed could do that would be valuable to the food producers. Make work will not solve this problem.

The work people do has to be valuable if the economy is going to grow and create more wealth. Drawing perpetual circles of ever expanding demand led growth is just magical thinking.
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HUFFPOST SUPER USER
Stephen Wisner
02:11 PM on 02/05/2012
Your scenario doesn't work how you think it does. What it does, is perfectly illustrate what I think most on the rig-ht think about the future of this country: That the end is near and we should stop investing and just hoard all that is left.

Your example assumes a limited amount of food with no way to increase the supply. In your example, everyone is doomed eventually when the food runs out. The people who lost their food in the storm will starve sooner or they will starve later, but they and all the rest of the people will, without question, starve.

However, if all of the people worked together and planted crops for the common good, everyone could survive the wreck. It would be in the best interest of the survivors to keep everyone alive so that everyone could do the work needed to grow the maximum amount of food. It would be up to the society to decide if those injured in the wreck and unable to work, or those too old to work, would be fed or allowed to die. A humane island society would feed them and an inhumane one wouldn't. In other words, the survivors would need to make tough moral decisions.

If you truly believe that the United States is at the point where we are just eating what is left after the wreck and then it's over, well, no wonder calls to stimulate the economy seem non-sensical to you.
S M V
Give me your tired, your poor, Your huddled masses
02:32 PM on 02/05/2012
I do not believe we are eating the last of our food. I do understand that creating jobs for which there is no demand does not help feed those on the island and that is what the author of this article is suggesting we do.

I fully agree that everyone on the island should work to produce food and trade with each other for what they need. This allows specialization and avoids free riding problems. A society like this would be very humane while avoiding the free rider problem. And yes in the vast majority of cases people would share with those that are sick or injured and they would do so without Government force just as they would in our current society.

Calls to take money from some to "stimulate" the economy are nonsense and should be treated that way.
05:32 AM on 02/05/2012
Hey Robert, I got an idea you'll love; raise the minimum wage to $100,000 per annum, with a required lifetime pension, before anybody's hired; then just give money to people to push papers, like the bureaucrats!! After all, gotta be "fair" to all workers, and make sure your union pals'll go along.

When do I start?